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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 | $80,689 | $92,219-12.5% | $76,766+5.1% | $135,382-40.4% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -5.86% | 5.46%-11.3pp | 2.43%-8.3pp | 519.77%-525.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,797 | $4,508-60.2% | $3,851-53.4% | $5,609-68.0% |
| Admin fee / account holder | $6,561 | $10,749-39.0% | $6,675-1.7% | $10,829-39.4% |