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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 | $55,999 | $96,691-42.1% | $86,656-35.4% | $139,487-59.9% |
| Participation rate | 84.6% | 74.4%+10.2pp | 71.7%+12.9pp | 80.3%+4.3pp |
| Annual return | 0.00% | 106.87%-106.9pp | 593.09%-593.1pp | 373.84%-373.8pp |
| Employer contribution / active EE | $87 | $3,267-97.3% | $3,025-97.1% | $4,755-98.2% |
| Participant deferral / active EE | $4,435 | $4,838-8.3% | $4,439-0.1% | $6,713-33.9% |
| Admin fee / account holder | $63,751 | $6,414+893.9% | $5,619+1034.6% | $11,407+458.9% |