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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 | $41,668 | $180,459-76.9% | $154,108-73.0% | $135,380-69.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.58% | 888.21%-888.8pp | 735.21%-735.8pp | 519.81%-520.4pp |
| Employer contribution / active EE | $269 | $6,035-95.5% | $5,298-94.9% | $4,779-94.4% |
| Participant deferral / active EE | $16,333 | $5,806+181.3% | $5,081+221.5% | $5,609+191.2% |
| Admin fee / account holder | $656 | $16,145-95.9% | $13,411-95.1% | $10,828-93.9% |