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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 | $170,246 | $138,075+23.3% | $123,552+37.8% | $135,379+25.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.99% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $403 | $5,152-92.2% | $4,628-91.3% | $4,779-91.6% |
| Participant deferral / active EE | $11,416 | $6,800+67.9% | $6,426+77.7% | $5,609+103.5% |
| Admin fee / account holder | $11,573 | $10,917+6.0% | $9,285+24.7% | $10,828+6.9% |