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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 | $227,002 | $168,635+34.6% | $147,617+53.8% | $125,389+81.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.40% | 77.65%-79.1pp | 61.98%-63.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,142 | $6,252-81.7% | $5,564-79.5% | $4,866-76.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,673 | $13,580-87.7% | $11,612-85.6% | $9,541-82.5% |