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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 | $137,675 | $52,911+160.2% | $73,309+87.8% | $59,633+130.9% |
| Participation rate | 86.2% | 68.2%+18.0pp | 74.9%+11.3pp | 68.7%+17.5pp |
| Annual return | -1.92% | 12.20%-14.1pp | 5.67%-7.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,859 | $4,069+93.1% | $4,991+57.5% | $3,192+146.2% |
| Admin fee / account holder | $789 | $3,835-79.4% | $5,635-86.0% | $4,297-81.6% |