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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 | $248,818 | $160,059+55.5% | $140,019+77.7% | $135,380+83.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.08% | 911.48%-911.4pp | 651.17%-651.1pp | 519.81%-519.7pp |
| Employer contribution / active EE | $473 | $6,420-92.6% | $5,605-91.6% | $4,779-90.1% |
| Participant deferral / active EE | $2,940 | $7,641-61.5% | $6,927-57.6% | $5,609-47.6% |
| Admin fee / account holder | $204,274 | $13,328+1432.7% | $10,705+1808.2% | $10,828+1786.5% |