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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 | $100,958 | $180,459-44.1% | $154,108-34.5% | $135,380-25.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.37% | 888.21%-893.6pp | 735.21%-740.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $1,210 | $6,035-80.0% | $5,298-77.2% | $4,779-74.7% |
| Participant deferral / active EE | $4,355 | $5,806-25.0% | $5,081-14.3% | $5,609-22.4% |
| Admin fee / account holder | $1,024 | $16,145-93.7% | $13,411-92.4% | $10,828-90.5% |