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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 | $117,218 | $52,911+121.5% | $73,309+59.9% | $59,633+96.6% |
| Participation rate | 71.7% | 68.2%+3.5pp | 74.9%-3.2pp | 68.7%+3.1pp |
| Annual return | 0.16% | 12.20%-12.0pp | 5.67%-5.5pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $12,249 | $4,069+201.0% | $4,991+145.4% | $3,192+283.8% |
| Admin fee / account holder | $3,694 | $3,835-3.7% | $5,635-34.5% | $4,297-14.0% |