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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 | $89,173 | $138,102-35.4% | $125,381-28.9% | $134,532-33.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.58% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $724 | $5,245-86.2% | $4,815-85.0% | $4,741-84.7% |
| Participant deferral / active EE | $3,523 | $7,801-54.8% | $7,448-52.7% | $6,401-45.0% |
| Admin fee / account holder | $3,168 | $11,568-72.6% | $10,007-68.3% | $11,429-72.3% |