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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 | $54,140 | $138,114-60.8% | $125,391-56.8% | $134,545-59.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.19% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $958 | $5,246-81.7% | $4,816-80.1% | $4,742-79.8% |
| Participant deferral / active EE | $7,082 | $7,801-9.2% | $7,448-4.9% | $6,401+10.6% |
| Admin fee / account holder | $396 | $11,570-96.6% | $10,009-96.0% | $11,431-96.5% |