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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 | $141,532 | $99,032+42.9% | $80,022+76.9% | $135,380+4.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.62% | 15.39%-22.0pp | 11.22%-17.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,343 | $4,282+164.9% | $3,686+207.7% | $5,609+102.2% |
| Admin fee / account holder | $2,463 | $10,436-76.4% | $6,521-62.2% | $10,828-77.3% |