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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 | $82,351 | $167,362-50.8% | $143,799-42.7% | $134,532-38.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -9.88% | 0.47%-10.4pp | -0.04%-9.8pp | 418.27%-428.2pp |
| Employer contribution / active EE | $674 | $5,620-88.0% | $4,952-86.4% | $4,741-85.8% |
| Participant deferral / active EE | $5,797 | $6,447-10.1% | $5,638+2.8% | $6,401-9.4% |
| Admin fee / account holder | $32,354 | $18,094+78.8% | $14,677+120.4% | $11,429+183.1% |