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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 | $96,218 | $138,102-30.3% | $125,381-23.3% | $134,532-28.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.53% | 750.73%-770.3pp | 572.31%-591.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $642 | $5,245-87.8% | $4,815-86.7% | $4,741-86.5% |
| Participant deferral / active EE | $7,570 | $7,801-3.0% | $7,448+1.6% | $6,401+18.3% |
| Admin fee / account holder | $1,402 | $11,568-87.9% | $10,007-86.0% | $11,429-87.7% |