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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 | $77,611 | $138,076-43.8% | $123,553-37.2% | $135,380-42.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.95% | 153.70%-162.7pp | 119.21%-128.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $713 | $5,152-86.2% | $4,628-84.6% | $4,779-85.1% |
| Participant deferral / active EE | $3,652 | $6,800-46.3% | $6,426-43.2% | $5,609-34.9% |
| Admin fee / account holder | $652 | $10,917-94.0% | $9,284-93.0% | $10,828-94.0% |