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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 | $145,274 | $112,933+28.6% | $90,970+59.7% | $158,982-8.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $339 | $2,893-88.3% | $2,122-84.0% | $4,763-92.9% |
| Participant deferral / active EE | $6,250 | $4,128+51.4% | $3,373+85.3% | $5,983+4.5% |
| Admin fee / account holder | $1,008 | $8,047-87.5% | $5,961-83.1% | $11,252-91.0% |