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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 | $87,077 | $167,533-48.0% | $151,645-42.6% | $134,545-35.3% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.5%-14.2pp | 81.2%-7.9pp |
| Annual return | -13.80% | 7.81%-21.6pp | 3.34%-17.1pp | 418.37%-432.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,539 | $8,985-38.3% | $8,363-33.8% | $6,401-13.5% |
| Admin fee / account holder | $403 | $13,781-97.1% | $11,614-96.5% | $11,431-96.5% |