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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 | $218,641 | $82,674+164.5% | $125,381+74.4% | $68,486+219.3% |
| Participation rate | 94.4% | 75.1%+19.4pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | -16.62% | -5.97%-10.7pp | 572.31%-588.9pp | -7.85%-8.8pp |
| Employer contribution / active EE | $9 | $3,382-99.7% | $4,815-99.8% | $2,597-99.6% |
| Participant deferral / active EE | $4,158 | $6,111-31.9% | $7,448-44.2% | $4,028+3.2% |
| Admin fee / account holder | $10,332 | $6,277+64.6% | $10,007+3.3% | $5,404+91.2% |