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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 | $80,937 | $180,466-55.2% | $154,114-47.5% | $135,382-40.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -3.86% | 888.15%-892.0pp | 735.16%-739.0pp | 519.77%-523.6pp |
| Employer contribution / active EE | $1,031 | $6,035-82.9% | $5,298-80.5% | $4,779-78.4% |
| Participant deferral / active EE | $3,384 | $5,806-41.7% | $5,081-33.4% | $5,609-39.7% |
| Admin fee / account holder | $781 | $16,144-95.2% | $13,411-94.2% | $10,829-92.8% |