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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 | $134,002 | $160,040-16.3% | $147,096-8.9% | $145,877-8.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 98.49%-87.2pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $265 | $5,289-95.0% | $4,936-94.6% | $4,663-94.3% |
| Participant deferral / active EE | $4,798 | $8,429-43.1% | $8,071-40.6% | $6,691-28.3% |
| Admin fee / account holder | $52,962 | $15,050+251.9% | $13,005+307.2% | $13,402+295.2% |