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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 | $140,060 | $138,114+1.4% | $125,391+11.7% | $134,545+4.1% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -9.10% | 750.88%-760.0pp | 572.41%-581.5pp | 418.37%-427.5pp |
| Employer contribution / active EE | $384 | $5,246-92.7% | $4,816-92.0% | $4,742-91.9% |
| Participant deferral / active EE | $4,815 | $7,801-38.3% | $7,448-35.4% | $6,401-24.8% |
| Admin fee / account holder | $99,550 | $11,570+760.4% | $10,009+894.6% | $11,431+770.9% |