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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 | $133,473 | $138,114-3.4% | $125,391+6.4% | $134,545-0.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.59% | 750.88%-766.5pp | 572.41%-588.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $850 | $5,246-83.8% | $4,816-82.3% | $4,742-82.1% |
| Participant deferral / active EE | $4,274 | $7,801-45.2% | $7,448-42.6% | $6,401-33.2% |
| Admin fee / account holder | $1,704 | $11,570-85.3% | $10,009-83.0% | $11,431-85.1% |