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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 | $30,040 | $180,459-83.4% | $154,108-80.5% | $135,380-77.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.36% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,120 | $6,035-81.4% | $5,298-78.9% | $4,779-76.6% |
| Participant deferral / active EE | $3,120 | $5,806-46.3% | $5,081-38.6% | $5,609-44.4% |
| Admin fee / account holder | $5,827 | $16,145-63.9% | $13,411-56.6% | $10,828-46.2% |