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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 | $92,370 | $54,380+69.9% | $68,509+34.8% | $59,633+54.9% |
| Participation rate | 70.4% | 70.2%+0.2pp | 74.7%-4.4pp | 68.7%+1.7pp |
| Annual return | -1.64% | 2.83%-4.5pp | 8.27%-9.9pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,622 | $2,643+37.0% | $3,382+7.1% | $3,192+13.5% |
| Admin fee / account holder | $2,412 | $3,885-37.9% | $5,275-54.3% | $4,297-43.9% |