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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 | $116,512 | $176,120-33.8% | $159,487-26.9% | $167,553-30.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.48% | 331.95%-318.5pp | 263.71%-250.2pp | 478.89%-465.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $22,479 | $7,752+190.0% | $7,354+205.7% | $6,343+254.4% |
| Admin fee / account holder | $468 | $12,561-96.3% | $10,804-95.7% | $12,316-96.2% |