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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 | $53,360 | $81,870-34.8% | $119,634-55.4% | $68,490-22.1% |
| Participation rate | 91.2% | 71.9%+19.3pp | 79.3%+11.9pp | 67.9%+23.3pp |
| Annual return | -18.40% | -23.82%+5.4pp | -14.98%-3.4pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,820 | $4,148+16.2% | $5,601-14.0% | $4,028+19.7% |
| Admin fee / account holder | $6,294 | $6,583-4.4% | $10,329-39.1% | $5,403+16.5% |