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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 | $104,059 | $42,383+145.5% | $76,518+36.0% | $64,173+62.2% |
| Participation rate | 88.9% | 58.1%+30.7pp | 68.0%+20.9pp | 69.6%+19.3pp |
| Annual return | -7.04% | -16.54%+9.5pp | -0.27%-6.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,441 | $2,566-4.9% | $3,836-36.4% | $3,470-29.7% |
| Admin fee / account holder | $1,305 | $3,198-59.2% | $4,849-73.1% | $4,887-73.3% |