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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 | $55,733 | $138,114-59.6% | $125,391-55.6% | $134,545-58.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.36% | 750.88%-766.2pp | 572.41%-587.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $701 | $5,246-86.6% | $4,816-85.4% | $4,742-85.2% |
| Participant deferral / active EE | $2,806 | $7,801-64.0% | $7,448-62.3% | $6,401-56.2% |
| Admin fee / account holder | $1,251 | $11,570-89.2% | $10,009-87.5% | $11,431-89.1% |