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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 | $78,300 | $183,968-57.4% | $162,166-51.7% | $152,870-48.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 150.77%-150.8pp | 115.59%-115.6pp | 345.34%-345.3pp |
| Employer contribution / active EE | $1,185 | $6,371-81.4% | $5,614-78.9% | $4,763-75.1% |
| Participant deferral / active EE | $10,194 | $8,034+26.9% | $7,298+39.7% | $5,850+74.2% |
| Admin fee / account holder | $333 | $13,121-97.5% | $10,842-96.9% | $11,597-97.1% |