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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 | $142,807 | $82,630+72.8% | $64,105+122.8% | $125,389+13.9% |
| Participation rate | 88.9% | 75.9%+13.0pp | 68.2%+20.7pp | 83.2%+5.7pp |
| Annual return | 0.50% | 1489.72%-1489.2pp | 791.24%-790.7pp | 282.24%-281.7pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,957 | $3,608+92.8% | $2,822+146.6% | $5,352+30.0% |
| Admin fee / account holder | $451 | $6,382-92.9% | $4,499-90.0% | $9,541-95.3% |