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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 | $65,464 | $209,425-68.7% | $178,499-63.3% | $158,966-58.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,093 | $5,707-80.8% | $5,011-78.2% | $4,762-77.0% |
| Participant deferral / active EE | $7,438 | $5,955+24.9% | $5,202+43.0% | $5,983+24.3% |
| Admin fee / account holder | $571 | $17,078-96.7% | $13,986-95.9% | $11,250-94.9% |