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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 | $184,000-57.4% | $162,185-51.7% | $152,909-48.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 150.80%-150.8pp | 115.61%-115.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,185 | $6,370-81.4% | $5,613-78.9% | $4,764-75.1% |
| Participant deferral / active EE | $10,194 | $8,033+26.9% | $7,297+39.7% | $5,851+74.2% |
| Admin fee / account holder | $333 | $13,124-97.5% | $10,844-96.9% | $11,601-97.1% |