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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 | $62,109 | $160,059-61.2% | $140,019-55.6% | $135,382-54.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.10% | 911.44%-917.5pp | 651.15%-657.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $815 | $6,420-87.3% | $5,605-85.5% | $4,779-83.0% |
| Participant deferral / active EE | $8,037 | $7,641+5.2% | $6,927+16.0% | $5,609+43.3% |
| Admin fee / account holder | $2,635 | $13,328-80.2% | $10,705-75.4% | $10,829-75.7% |