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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 | $81,783 | $138,078-40.8% | $125,363-34.8% | $134,509-39.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.17% | 750.49%-766.7pp | 572.15%-588.3pp | 418.13%-434.3pp |
| Employer contribution / active EE | $50 | $5,245-99.0% | $4,815-99.0% | $4,741-98.9% |
| Participant deferral / active EE | $2,875 | $7,800-63.1% | $7,447-61.4% | $6,400-55.1% |
| Admin fee / account holder | $40,950 | $11,566+254.1% | $10,005+309.3% | $11,427+258.4% |