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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 | $96,905 | $138,078-29.8% | $125,363-22.7% | $134,509-28.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.11% | 750.49%-750.4pp | 572.15%-572.0pp | 418.13%-418.0pp |
| Employer contribution / active EE | $571 | $5,245-89.1% | $4,815-88.1% | $4,741-87.9% |
| Participant deferral / active EE | $4,948 | $7,800-36.6% | $7,447-33.6% | $6,400-22.7% |
| Admin fee / account holder | $371 | $11,566-96.8% | $10,005-96.3% | $11,427-96.8% |