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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 | $28,496 | $92,219-69.1% | $76,767-62.9% | $135,380-79.0% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -5.85% | 5.46%-11.3pp | 2.43%-8.3pp | 519.81%-525.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,502 | $4,508-66.7% | $3,852-61.0% | $5,609-73.2% |
| Admin fee / account holder | $332 | $10,749-96.9% | $6,675-95.0% | $10,828-96.9% |