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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 | $105,462 | $154,193-31.6% | $130,045-18.9% | $139,466-24.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.83% | 32.51%-15.7pp | -137.30%+154.1pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $20,962 | $6,709+212.5% | $5,820+260.2% | $6,712+212.3% |
| Admin fee / account holder | $998 | $13,989-92.9% | $10,600-90.6% | $11,409-91.2% |