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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 | $29,261 | $82,288-64.4% | $68,794-57.5% | $134,509-78.2% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.0%+3.7pp | 81.2%-8.5pp |
| Annual return | -19.44% | -2.19%-17.3pp | -6.37%-13.1pp | 418.13%-437.6pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,473 | $4,738-5.6% | $3,941+13.5% | $6,400-30.1% |
| Admin fee / account holder | $7,853 | $6,482+21.1% | $4,934+59.1% | $11,427-31.3% |