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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 | $107,990 | $138,102-21.8% | $125,381-13.9% | $134,532-19.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.30% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $352 | $5,245-93.3% | $4,815-92.7% | $4,741-92.6% |
| Participant deferral / active EE | $13,272 | $7,801+70.1% | $7,448+78.2% | $6,401+107.3% |
| Admin fee / account holder | $4,994 | $11,568-56.8% | $10,007-50.1% | $11,429-56.3% |