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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 | $72,791 | $99,647-27.0% | $86,439-15.8% | $134,509-45.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.38% | 6784.13%-6801.5pp | 4395.55%-4412.9pp | 418.13%-435.5pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,747 | $7,246+6.9% | $6,952+11.4% | $6,400+21.0% |
| Admin fee / account holder | $1,049 | $8,373-87.5% | $6,732-84.4% | $11,427-90.8% |