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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 | $49,447 | $97,732-49.4% | $83,831-41.0% | $135,380-63.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $65 | $4,222-98.5% | $3,631-98.2% | $4,779-98.6% |
| Participant deferral / active EE | $5,816 | $4,683+24.2% | $4,082+42.5% | $5,609+3.7% |
| Admin fee / account holder | $4,718 | $6,675-29.3% | $5,479-13.9% | $10,828-56.4% |