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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 | $177,464 | $142,409+24.6% | $119,634+48.3% | $134,545+31.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -19.92% | -12.46%-7.5pp | -14.98%-4.9pp | 418.37%-438.3pp |
| Employer contribution / active EE | $558 | $5,224-89.3% | $4,232-86.8% | $4,742-88.2% |
| Participant deferral / active EE | $6,159 | $6,468-4.8% | $5,601+10.0% | $6,401-3.8% |
| Admin fee / account holder | $321 | $13,594-97.6% | $10,329-96.9% | $11,431-97.2% |