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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 | $225,862 | $175,600+28.6% | $129,110+74.9% | $134,509+67.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -15.37% | -11.39%-4.0pp | -10.94%-4.4pp | 418.13%-433.5pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,402 | $7,975-19.7% | $6,542-2.1% | $6,4000% |
| Admin fee / account holder | $132,485 | $23,567+462.2% | $14,302+826.3% | $11,427+1059.4% |