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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 | $29,130 | $97,729-70.2% | $83,830-65.3% | $135,379-78.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.67% | 1287.52%-1292.2pp | 850.97%-855.6pp | 519.79%-524.5pp |
| Employer contribution / active EE | $618 | $4,222-85.4% | $3,631-83.0% | $4,779-87.1% |
| Participant deferral / active EE | $1,882 | $4,683-59.8% | $4,082-53.9% | $5,609-66.5% |
| Admin fee / account holder | $12,901 | $6,674+93.3% | $5,479+135.5% | $10,828+19.1% |