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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 | $135,480 | $77,817+74.1% | $123,553+9.7% | $64,173+111.1% |
| Participation rate | 81.0% | 74.7%+6.2pp | 82.3%-1.3pp | 69.6%+11.4pp |
| Annual return | 0.37% | 12.49%-12.1pp | 119.21%-118.8pp | 7.63%-7.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,703 | $5,240+47.0% | $6,426+19.9% | $3,470+122.0% |
| Admin fee / account holder | $7,895 | $5,519+43.0% | $9,284-15.0% | $4,887+61.5% |