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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 | $112,800 | $81,870+37.8% | $119,608-5.7% | $68,495+64.7% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | -17.80% | -23.82%+6.0pp | -14.98%-2.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,832 | $4,148+64.7% | $5,601+22.0% | $4,028+69.6% |
| Admin fee / account holder | $2,378 | $6,583-63.9% | $10,326-77.0% | $5,403-56.0% |