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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 | $66,557 | $95,188-30.1% | $76,518-13.0% | $135,379-50.8% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.0%+22.0pp | 82.6%+7.4pp |
| Annual return | -5.63% | 4.85%-10.5pp | -0.27%-5.4pp | 519.79%-525.4pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,125 | $4,640-11.1% | $3,836+7.5% | $5,609-26.5% |
| Admin fee / account holder | $1,402 | $6,249-77.6% | $4,849-71.1% | $10,828-87.0% |