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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 | $77,675 | $138,076-43.7% | $123,553-37.1% | $135,380-42.6% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -6.92% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $786 | $5,152-84.7% | $4,628-83.0% | $4,779-83.6% |
| Participant deferral / active EE | $6,493 | $6,800-4.5% | $6,426+1.0% | $5,609+15.8% |
| Admin fee / account holder | $5,203 | $10,917-52.3% | $9,284-44.0% | $10,828-51.9% |