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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 | $84,696 | $138,075-38.7% | $123,552-31.4% | $135,379-37.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.68% | 153.70%-160.4pp | 119.20%-125.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $328 | $5,152-93.6% | $4,628-92.9% | $4,779-93.1% |
| Participant deferral / active EE | $3,670 | $6,800-46.0% | $6,426-42.9% | $5,609-34.6% |
| Admin fee / account holder | $1,332 | $10,917-87.8% | $9,285-85.7% | $10,828-87.7% |