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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,466 | $135,645-60.6% | $110,243-51.5% | $135,380-60.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.60% | 513.24%-517.8pp | 314.76%-319.4pp | 519.81%-524.4pp |
| Employer contribution / active EE | $714 | $4,907-85.4% | $3,827-81.3% | $4,779-85.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,177 | $11,458-72.3% | $8,548-62.8% | $10,828-70.7% |