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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 | $55,308 | $135,639-59.2% | $110,241-49.8% | $135,382-59.1% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -4.34% | 513.21%-517.6pp | 314.75%-319.1pp | 519.77%-524.1pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,408 | $5,507+52.7% | $4,672+80.0% | $5,609+49.9% |
| Admin fee / account holder | $6,644 | $11,457-42.0% | $8,548-22.3% | $10,829-38.6% |