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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 | $32,719 | $97,732-66.5% | $83,831-61.0% | $135,380-75.8% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -2.05% | 1287.56%-1289.6pp | 850.99%-853.0pp | 519.81%-521.9pp |
| Employer contribution / active EE | $586 | $4,222-86.1% | $3,631-83.9% | $4,779-87.7% |
| Participant deferral / active EE | $1,670 | $4,683-64.3% | $4,082-59.1% | $5,609-70.2% |
| Admin fee / account holder | $8,681 | $6,675+30.1% | $5,479+58.5% | $10,828-19.8% |