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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 | $34,802 | $209,422-83.4% | $178,503-80.5% | $158,982-78.1% |
| Participation rate | 76.2% | 86.4%-10.2pp | 81.9%-5.7pp | 82.0%-5.8pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $851 | $5,707-85.1% | $5,011-83.0% | $4,763-82.1% |
| Participant deferral / active EE | $2,359 | $5,955-60.4% | $5,202-54.6% | $5,983-60.6% |
| Admin fee / account holder | $22,997 | $17,079+34.7% | $13,987+64.4% | $11,252+104.4% |