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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 | $44,807 | $167,533-73.3% | $151,645-70.5% | $134,545-66.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.68% | 7.81%-22.5pp | 3.34%-18.0pp | 418.37%-433.0pp |
| Employer contribution / active EE | $1,443 | $6,828-78.9% | $6,165-76.6% | $4,742-69.6% |
| Participant deferral / active EE | $7,292 | $8,985-18.8% | $8,363-12.8% | $6,401+13.9% |
| Admin fee / account holder | $22,586 | $13,781+63.9% | $11,614+94.5% | $11,431+97.6% |