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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 | $214,913 | $138,114+55.6% | $125,391+71.4% | $134,545+59.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.62% | 750.88%-759.5pp | 572.41%-581.0pp | 418.37%-427.0pp |
| Employer contribution / active EE | $685 | $5,246-86.9% | $4,816-85.8% | $4,742-85.5% |
| Participant deferral / active EE | $9,225 | $7,801+18.3% | $7,448+23.9% | $6,401+44.1% |
| Admin fee / account holder | $11,906 | $11,570+2.9% | $10,009+19.0% | $11,431+4.2% |