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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 | $153,283 | $138,075+11.0% | $123,552+24.1% | $135,379+13.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.59% | 153.70%-159.3pp | 119.20%-124.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $807 | $5,152-84.3% | $4,628-82.6% | $4,779-83.1% |
| Participant deferral / active EE | $16,140 | $6,800+137.4% | $6,426+151.2% | $5,609+187.7% |
| Admin fee / account holder | $58,759 | $10,917+438.2% | $9,285+532.9% | $10,828+442.7% |