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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 | $93,592 | $100,805-7.2% | $86,698+8.0% | $134,532-30.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.32% | 29.09%-46.4pp | 35.95%-53.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $449 | $3,490-87.1% | $2,837-84.2% | $4,741-90.5% |
| Participant deferral / active EE | $9,981 | $5,339+86.9% | $4,656+114.4% | $6,401+55.9% |
| Admin fee / account holder | $14,880 | $10,925+36.2% | $7,493+98.6% | $11,429+30.2% |