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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 | $157,596 | $167,352-5.8% | $143,788+9.6% | $134,509+17.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.48% | 0.47%-15.9pp | -0.03%-15.4pp | 418.13%-433.6pp |
| Employer contribution / active EE | $706 | $5,620-87.4% | $4,952-85.7% | $4,741-85.1% |
| Participant deferral / active EE | $4,852 | $6,447-24.7% | $5,638-13.9% | $6,400-24.2% |
| Admin fee / account holder | $659 | $18,091-96.4% | $14,675-95.5% | $11,427-94.2% |