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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 | $40,818 | $82,678-50.6% | $125,391-67.4% | $68,490-40.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.58% | -5.97%-5.6pp | 572.41%-584.0pp | -7.85%-3.7pp |
| Employer contribution / active EE | $590 | $3,382-82.5% | $4,816-87.7% | $2,597-77.3% |
| Participant deferral / active EE | $8,675 | $6,111+41.9% | $7,448+16.5% | $4,028+115.4% |
| Admin fee / account holder | $3,778 | $6,277-39.8% | $10,009-62.2% | $5,403-30.1% |