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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 | $29,954 | $97,729-69.3% | $83,830-64.3% | $135,379-77.9% |
| Participation rate | 72.2% | 80.0%-7.7pp | 76.1%-3.9pp | 82.6%-10.4pp |
| Annual return | -5.22% | 1287.52%-1292.7pp | 850.97%-856.2pp | 519.79%-525.0pp |
| Employer contribution / active EE | $182 | $4,222-95.7% | $3,631-95.0% | $4,779-96.2% |
| Participant deferral / active EE | $1,616 | $4,683-65.5% | $4,082-60.4% | $5,609-71.2% |
| Admin fee / account holder | $303 | $6,674-95.5% | $5,479-94.5% | $10,828-97.2% |