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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 | $110,841 | $190,916-41.9% | $160,037-30.7% | $134,545-17.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.33% | 552.79%-568.1pp | 408.95%-424.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $612 | $4,996-87.8% | $4,226-85.5% | $4,742-87.1% |
| Participant deferral / active EE | $10,300 | $6,925+48.7% | $6,184+66.6% | $6,401+60.9% |
| Admin fee / account holder | $16,329 | $10,497+55.6% | $8,716+87.3% | $11,431+42.9% |