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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 | $106,472 | $57,352+85.6% | $83,830+27.0% | $64,173+65.9% |
| Participation rate | 75.0% | 68.6%+6.4pp | 76.1%-1.1pp | 69.6%+5.4pp |
| Annual return | -1.43% | 11.38%-12.8pp | 850.97%-852.4pp | 7.63%-9.1pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,130 | $2,993+71.4% | $4,082+25.7% | $3,470+47.9% |
| Admin fee / account holder | $2,973 | $4,046-26.5% | $5,479-45.7% | $4,887-39.2% |