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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 | $97,436 | $138,114-29.5% | $125,391-22.3% | $134,545-27.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.59% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $281 | $5,246-94.6% | $4,816-94.2% | $4,742-94.1% |
| Participant deferral / active EE | $5,855 | $7,801-24.9% | $7,448-21.4% | $6,401-8.5% |
| Admin fee / account holder | $963 | $11,570-91.7% | $10,009-90.4% | $11,431-91.6% |