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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 | $215,567 | $167,522+28.7% | $151,639+42.2% | $134,532+60.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.66% | 7.81%-22.5pp | 3.34%-18.0pp | 418.27%-432.9pp |
| Employer contribution / active EE | $516 | $6,828-92.4% | $6,165-91.6% | $4,741-89.1% |
| Participant deferral / active EE | $15,990 | $8,986+77.9% | $8,363+91.2% | $6,401+149.8% |
| Admin fee / account holder | $110,878 | $13,780+704.7% | $11,613+854.8% | $11,429+870.2% |