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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 | $40,800 | $75,962-46.3% | $154,108-73.5% | $64,173-36.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.89% | 30.32%-37.2pp | 735.21%-742.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,331 | $3,175-26.6% | $5,081-54.1% | $3,470-32.8% |
| Admin fee / account holder | $912 | $5,589-83.7% | $13,411-93.2% | $4,887-81.3% |