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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 | $80,135 | $97,732-18.0% | $83,831-4.4% | $135,380-40.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.17% | 1287.56%-1295.7pp | 850.99%-859.2pp | 519.81%-528.0pp |
| Employer contribution / active EE | $366 | $4,222-91.3% | $3,631-89.9% | $4,779-92.4% |
| Participant deferral / active EE | $3,617 | $4,683-22.8% | $4,082-11.4% | $5,609-35.5% |
| Admin fee / account holder | $1,707 | $6,675-74.4% | $5,479-68.8% | $10,828-84.2% |