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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 | $68,959 | $138,114-50.1% | $125,391-45.0% | $134,545-48.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.15% | 750.88%-767.0pp | 572.41%-588.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $214 | $5,246-95.9% | $4,816-95.5% | $4,742-95.5% |
| Participant deferral / active EE | $2,578 | $7,801-67.0% | $7,448-65.4% | $6,401-59.7% |
| Admin fee / account holder | $2,414 | $11,570-79.1% | $10,009-75.9% | $11,431-78.9% |