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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 | $71,511 | $138,102-48.2% | $125,381-43.0% | $134,532-46.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.00% | 750.73%-765.7pp | 572.31%-587.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $563 | $5,245-89.3% | $4,815-88.3% | $4,741-88.1% |
| Participant deferral / active EE | $13,978 | $7,801+79.2% | $7,448+87.7% | $6,401+118.4% |
| Admin fee / account holder | $58,048 | $11,568+401.8% | $10,007+480.1% | $11,429+407.9% |