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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 | $32,744 | $142,392-77.0% | $119,622-72.6% | $134,532-75.7% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | -11.20% | -12.46%+1.3pp | -14.98%+3.8pp | 418.27%-429.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,560 | $6,467-29.5% | $5,601-18.6% | $6,401-28.8% |
| Admin fee / account holder | $12,561 | $13,593-7.6% | $10,328+21.6% | $11,429+9.9% |