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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 | $107,146 | $138,114-22.4% | $125,391-14.6% | $134,545-20.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.85% | 750.88%-759.7pp | 572.41%-581.3pp | 418.37%-427.2pp |
| Employer contribution / active EE | $918 | $5,246-82.5% | $4,816-80.9% | $4,742-80.6% |
| Participant deferral / active EE | $9,000 | $7,801+15.4% | $7,448+20.8% | $6,401+40.6% |
| Admin fee / account holder | $797 | $11,570-93.1% | $10,009-92.0% | $11,431-93.0% |