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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 | $205,393 | $91,525+124.4% | $130,026+58.0% | $75,181+173.2% |
| Participation rate | 73.3% | 71.4%+1.9pp | 78.5%-5.2pp | 67.2%+6.1pp |
| Annual return | 15.01% | -631.40%+646.4pp | -137.26%+152.3pp | 160.69%-145.7pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,764 | $4,342+55.8% | $5,821+16.2% | $4,126+63.9% |
| Admin fee / account holder | $1,219 | $6,778-82.0% | $10,608-88.5% | $5,650-78.4% |