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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 | $104,363 | $53,546+94.9% | $69,890+49.3% | $68,490+52.4% |
| Participation rate | 75.0% | 64.5%+10.5pp | 70.5%+4.5pp | 67.9%+7.1pp |
| Annual return | -15.50% | -13.87%-1.6pp | 190.84%-206.3pp | -7.85%-7.6pp |
| Employer contribution / active EE | $137 | $2,019-93.2% | $2,560-94.6% | $2,597-94.7% |
| Participant deferral / active EE | $2,150 | $2,957-27.3% | $3,848-44.1% | $4,028-46.6% |
| Admin fee / account holder | $23,581 | $4,693+402.5% | $6,267+276.3% | $5,403+336.5% |