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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 | $130,536 | $54,162+141.0% | $68,612+90.3% | $64,173+103.4% |
| Participation rate | 77.4% | 68.1%+9.4pp | 72.2%+5.2pp | 69.6%+7.8pp |
| Annual return | -5.03% | -1.62%-3.4pp | -4.63%-0.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,698 | $2,626+2.7% | $3,311-18.5% | $3,470-22.2% |
| Admin fee / account holder | $30,713 | $4,029+662.4% | $5,131+498.5% | $4,887+528.4% |