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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 | $39,103 | $138,076-71.7% | $123,553-68.4% | $135,380-71.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.25% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $463 | $5,152-91.0% | $4,628-90.0% | $4,779-90.3% |
| Participant deferral / active EE | $3,665 | $6,800-46.1% | $6,426-43.0% | $5,609-34.7% |
| Admin fee / account holder | $324 | $10,917-97.0% | $9,284-96.5% | $10,828-97.0% |