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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 | $36,843 | $180,459-79.6% | $154,108-76.1% | $135,380-72.8% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -1.95% | 888.21%-890.2pp | 735.21%-737.2pp | 519.81%-521.8pp |
| Employer contribution / active EE | $565 | $6,035-90.6% | $5,298-89.3% | $4,779-88.2% |
| Participant deferral / active EE | $2,796 | $5,806-51.8% | $5,081-45.0% | $5,609-50.1% |
| Admin fee / account holder | $43,296 | $16,145+168.2% | $13,411+222.8% | $10,828+299.8% |