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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 | $120,431 | $133,981-10.1% | $112,249+7.3% | $134,532-10.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.75% | 47.16%-56.9pp | 27.48%-37.2pp | 418.27%-428.0pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,570 | $5,292+80.8% | $4,729+102.4% | $6,401+49.5% |
| Admin fee / account holder | $1,246 | $7,492-83.4% | $6,412-80.6% | $11,429-89.1% |