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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 | $64,476 | $167,352-61.5% | $143,788-55.2% | $134,509-52.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.00% | 0.47%-18.5pp | -0.03%-18.0pp | 418.13%-436.1pp |
| Employer contribution / active EE | $691 | $5,620-87.7% | $4,952-86.0% | $4,741-85.4% |
| Participant deferral / active EE | $7,930 | $6,447+23.0% | $5,638+40.7% | $6,400+23.9% |
| Admin fee / account holder | $1,188 | $18,091-93.4% | $14,675-91.9% | $11,427-89.6% |