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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 | $35,865 | $167,352-78.6% | $143,788-75.1% | $134,509-73.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -19.52% | 0.47%-20.0pp | -0.03%-19.5pp | 418.13%-437.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,633 | $6,447-12.6% | $5,638-0.1% | $6,400-12.0% |
| Admin fee / account holder | $632 | $18,091-96.5% | $14,675-95.7% | $11,427-94.5% |