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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 | $100,759 | $138,102-27.0% | $125,381-19.6% | $134,532-25.1% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -12.76% | 750.73%-763.5pp | 572.31%-585.1pp | 418.27%-431.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,124 | $7,801-8.7% | $7,448-4.3% | $6,401+11.3% |
| Admin fee / account holder | $1,455 | $11,568-87.4% | $10,007-85.5% | $11,429-87.3% |