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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 | $107,268 | $95,188+12.7% | $76,518+40.2% | $135,380-20.8% |
| Participation rate | 78.6% | 74.4%+4.2pp | 68.0%+10.6pp | 82.6%-4.1pp |
| Annual return | -7.48% | 4.85%-12.3pp | -0.27%-7.2pp | 519.81%-527.3pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,694 | $4,640+87.4% | $3,836+126.7% | $5,609+55.0% |
| Admin fee / account holder | $1,402 | $6,249-77.6% | $4,849-71.1% | $10,828-87.1% |