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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 | $24,466 | $97,732-75.0% | $83,831-70.8% | $135,380-81.9% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -4.90% | 1287.56%-1292.5pp | 850.99%-855.9pp | 519.81%-524.7pp |
| Employer contribution / active EE | $621 | $4,222-85.3% | $3,631-82.9% | $4,779-87.0% |
| Participant deferral / active EE | $1,682 | $4,683-64.1% | $4,082-58.8% | $5,609-70.0% |
| Admin fee / account holder | $435 | $6,675-93.5% | $5,479-92.1% | $10,828-96.0% |