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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 | $75,317 | $97,761-23.0% | $83,850-10.2% | $135,382-44.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.95% | 1287.44%-1291.4pp | 850.92%-854.9pp | 519.77%-523.7pp |
| Employer contribution / active EE | $500 | $4,222-88.2% | $3,631-86.2% | $4,779-89.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $583 | $6,674-91.3% | $5,478-89.4% | $10,829-94.6% |