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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 | $42,017 | $154,209-72.8% | $130,062-67.7% | $139,487-69.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.55% | 32.52%-23.0pp | -137.37%+146.9pp | 373.84%-364.3pp |
| Employer contribution / active EE | $997 | $5,292-81.2% | $4,322-76.9% | $4,755-79.0% |
| Participant deferral / active EE | $8,102 | $6,709+20.8% | $5,821+39.2% | $6,713+20.7% |
| Admin fee / account holder | $1,209 | $13,988-91.4% | $10,601-88.6% | $11,407-89.4% |