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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 | $146,663 | $113,941+28.7% | $94,229+55.6% | $125,389+17.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.32% | 5.29%-7.6pp | 10.68%-13.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $600 | $4,727-87.3% | $3,587-83.3% | $4,866-87.7% |
| Participant deferral / active EE | $5,560 | $5,179+7.4% | $4,320+28.7% | $5,352+3.9% |
| Admin fee / account holder | $1,961 | $8,392-76.6% | $6,269-68.7% | $9,541-79.4% |