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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 | $95,494 | $102,429-6.8% | $147,096-35.1% | $80,925+18.0% |
| Participation rate | 70.4% | 75.9%-5.5pp | 82.2%-11.8pp | 67.7%+2.7pp |
| Annual return | 12.64% | 135.02%-122.4pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $381 | $3,716-89.8% | $4,936-92.3% | $2,756-86.2% |
| Participant deferral / active EE | $3,808 | $6,649-42.7% | $8,071-52.8% | $4,299-11.4% |
| Admin fee / account holder | $2,301 | $7,957-71.1% | $13,005-82.3% | $6,940-66.8% |