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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 | $64,048 | $138,114-53.6% | $125,391-48.9% | $134,545-52.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.89% | 750.88%-768.8pp | 572.41%-590.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $291 | $5,246-94.5% | $4,816-94.0% | $4,742-93.9% |
| Participant deferral / active EE | $4,015 | $7,801-48.5% | $7,448-46.1% | $6,401-37.3% |
| Admin fee / account holder | $14,773 | $11,570+27.7% | $10,009+47.6% | $11,431+29.2% |