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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 | $102,939 | $95,188+8.1% | $76,518+34.5% | $135,380-24.0% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -5.01% | 4.85%-9.9pp | -0.27%-4.7pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,700 | $4,640-41.8% | $3,836-29.6% | $5,609-51.9% |
| Admin fee / account holder | $1,517 | $6,249-75.7% | $4,849-68.7% | $10,828-86.0% |