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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 | $174,527 | $138,102+26.4% | $125,381+39.2% | $134,532+29.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.16% | 750.73%-761.9pp | 572.31%-583.5pp | 418.27%-429.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,413 | $7,801+20.7% | $7,448+26.4% | $6,401+47.1% |
| Admin fee / account holder | $1,435 | $11,568-87.6% | $10,007-85.7% | $11,429-87.4% |