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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 | $69,078 | $167,362-58.7% | $143,799-52.0% | $134,532-48.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -15.80% | 0.47%-16.3pp | -0.04%-15.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $577 | $5,620-89.7% | $4,952-88.3% | $4,741-87.8% |
| Participant deferral / active EE | $3,759 | $6,447-41.7% | $5,638-33.3% | $6,401-41.3% |
| Admin fee / account holder | $56,534 | $18,094+212.4% | $14,677+285.2% | $11,429+394.7% |