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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 | $87,015 | $152,612-43.0% | $125,192-30.5% | $152,897-43.1% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.5%+10.9pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,115 | $5,868+55.3% | $4,937+84.6% | $5,851+55.8% |
| Admin fee / account holder | $442 | $13,437-96.7% | $9,704-95.4% | $11,599-96.2% |