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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 | $26,833 | $152,597-82.4% | $117,533-77.2% | $134,532-80.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.26% | 53.04%-67.3pp | 29.77%-44.0pp | 418.27%-432.5pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,080 | $4,821+67.6% | $4,072+98.4% | $6,401+26.2% |
| Admin fee / account holder | $6,899 | $7,007-1.5% | $5,647+22.2% | $11,429-39.6% |