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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 | $116,286 | $131,835-11.8% | $108,582+7.1% | $273,972-57.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 92.34% | -91.57%+183.9pp | -51.70%+144.0pp | 41.46%+50.9pp |
| Employer contribution / active EE | $400 | $4,913-91.9% | $3,758-89.4% | $4,869-91.8% |
| Participant deferral / active EE | $7,022 | $5,127+36.9% | $4,311+62.9% | $5,287+32.8% |
| Admin fee / account holder | $910 | $10,253-91.1% | $7,645-88.1% | $10,133-91.0% |