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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 | $34,211 | $167,352-79.6% | $143,788-76.2% | $134,509-74.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.20% | 0.47%-16.7pp | -0.03%-16.2pp | 418.13%-434.3pp |
| Employer contribution / active EE | $675 | $5,620-88.0% | $4,952-86.4% | $4,741-85.8% |
| Participant deferral / active EE | $6,738 | $6,447+4.5% | $5,638+19.5% | $6,400+5.3% |
| Admin fee / account holder | $2,112 | $18,091-88.3% | $14,675-85.6% | $11,427-81.5% |