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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 | $93,896 | $112,933-16.9% | $90,970+3.2% | $158,982-40.9% |
| Participation rate | 92.9% | 74.7%+18.1pp | 69.0%+23.8pp | 82.0%+10.9pp |
| Annual return | 5.29% | 215.82%-210.5pp | 134.60%-129.3pp | 302.99%-297.7pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,679 | $4,128+13.3% | $3,373+38.7% | $5,983-21.8% |
| Admin fee / account holder | $3,547 | $8,047-55.9% | $5,961-40.5% | $11,252-68.5% |