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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 | $209,732 | $140,592+49.2% | $123,106+70.4% | $125,388+67.3% |
| Participation rate | 77.8% | 88.2%-10.4pp | 86.8%-9.0pp | 83.2%-5.4pp |
| Annual return | -1.87% | 16.80%-18.7pp | 13.22%-15.1pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,600 | $6,980+66.2% | $6,229+86.2% | $5,352+116.8% |
| Admin fee / account holder | $15,725 | $11,198+40.4% | $9,015+74.4% | $9,541+64.8% |