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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 | $36,158 | $138,114-73.8% | $125,391-71.2% | $134,545-73.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -6.94% | 750.88%-757.8pp | 572.41%-579.4pp | 418.37%-425.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,928 | $7,801-24.0% | $7,448-20.4% | $6,401-7.4% |
| Admin fee / account holder | $21,624 | $11,570+86.9% | $10,009+116.0% | $11,431+89.2% |