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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 | $92,136 | $180,459-48.9% | $154,108-40.2% | $135,380-31.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.59% | 888.21%-887.6pp | 735.21%-734.6pp | 519.81%-519.2pp |
| Employer contribution / active EE | $1,230 | $6,035-79.6% | $5,298-76.8% | $4,779-74.3% |
| Participant deferral / active EE | $13,500 | $5,806+132.5% | $5,081+165.7% | $5,609+140.7% |
| Admin fee / account holder | $2,626 | $16,145-83.7% | $13,411-80.4% | $10,828-75.8% |