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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 | $29,087 | $138,078-78.9% | $125,363-76.8% | $134,509-78.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.15% | 750.49%-764.6pp | 572.15%-586.3pp | 418.13%-432.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,828 | $7,800+0.4% | $7,447+5.1% | $6,400+22.3% |
| Admin fee / account holder | $18,940 | $11,566+63.8% | $10,005+89.3% | $11,427+65.7% |