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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 | $136,659 | $93,117+46.8% | $77,096+77.3% | $134,532+1.6% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -17.37% | 62.67%-80.0pp | 42.35%-59.7pp | 418.27%-435.6pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,862 | $5,241-26.3% | $4,429-12.8% | $6,401-39.7% |
| Admin fee / account holder | $1,538 | $6,948-77.9% | $5,428-71.7% | $11,429-86.5% |