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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 | $161,982 | $150,447+7.7% | $136,298+18.8% | $147,586+9.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $728 | $5,256-86.1% | $4,696-84.5% | $4,876-85.1% |
| Participant deferral / active EE | $2,897 | $6,631-56.3% | $6,247-53.6% | $5,439-46.7% |
| Admin fee / account holder | $664 | $10,906-93.9% | $9,244-92.8% | $10,886-93.9% |