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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 | $107,766 | $82,678+30.3% | $125,391-14.1% | $68,490+57.3% |
| Participation rate | 81.1% | 75.1%+6.0pp | 82.4%-1.3pp | 67.9%+13.2pp |
| Annual return | -17.01% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $28 | $3,382-99.2% | $4,816-99.4% | $2,597-98.9% |
| Participant deferral / active EE | $10,866 | $6,111+77.8% | $7,448+45.9% | $4,028+169.8% |
| Admin fee / account holder | $26,640 | $6,277+324.4% | $10,009+166.2% | $5,403+393.1% |