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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 | $125,778 | $227,633-44.7% | $189,597-33.7% | $167,553-24.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.97% | 78.45%-62.5pp | 64.20%-48.2pp | 478.89%-462.9pp |
| Employer contribution / active EE | $39 | $5,317-99.3% | $4,412-99.1% | $4,840-99.2% |
| Participant deferral / active EE | $15,414 | $7,003+120.1% | $6,174+149.7% | $6,343+143.0% |
| Admin fee / account holder | $1,212 | $11,879-89.8% | $9,807-87.6% | $12,316-90.2% |