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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 | $39,500 | $160,059-75.3% | $140,019-71.8% | $135,382-70.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -6.63% | 911.44%-918.1pp | 651.15%-657.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,637 | $7,641+52.3% | $6,927+68.0% | $5,609+107.5% |
| Admin fee / account holder | $11,532 | $13,328-13.5% | $10,705+7.7% | $10,829+6.5% |