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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 | $101,780 | $99,647+2.1% | $86,439+17.7% | $134,509-24.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.45% | 6784.13%-6801.6pp | 4395.55%-4413.0pp | 418.13%-435.6pp |
| Employer contribution / active EE | $85 | $4,401-98.1% | $3,769-97.7% | $4,741-98.2% |
| Participant deferral / active EE | $26,099 | $7,246+260.2% | $6,952+275.4% | $6,400+307.8% |
| Admin fee / account holder | $3,000 | $8,373-64.2% | $6,732-55.4% | $11,427-73.7% |