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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 | $59,577 | $138,102-56.9% | $125,381-52.5% | $134,532-55.7% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -19.33% | 750.73%-770.1pp | 572.31%-591.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $669 | $5,245-87.2% | $4,815-86.1% | $4,741-85.9% |
| Participant deferral / active EE | $6,402 | $7,801-17.9% | $7,448-14.0% | $6,4010% |
| Admin fee / account holder | $16,902 | $11,568+46.1% | $10,007+68.9% | $11,429+47.9% |