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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 | $66,516 | $160,059-58.4% | $140,019-52.5% | $135,380-50.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.10% | 911.48%-915.6pp | 651.17%-655.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $979 | $6,420-84.7% | $5,605-82.5% | $4,779-79.5% |
| Participant deferral / active EE | $7,702 | $7,641+0.8% | $6,927+11.2% | $5,609+37.3% |
| Admin fee / account holder | $22,789 | $13,328+71.0% | $10,705+112.9% | $10,828+110.5% |