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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 | $25,060 | $133,981-81.3% | $112,249-77.7% | $134,532-81.4% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -16.45% | 47.16%-63.6pp | 27.48%-43.9pp | 418.27%-434.7pp |
| Employer contribution / active EE | $360 | $4,040-91.1% | $3,636-90.1% | $4,741-92.4% |
| Participant deferral / active EE | $2,192 | $5,292-58.6% | $4,729-53.7% | $6,401-65.8% |
| Admin fee / account holder | $1,587 | $7,492-78.8% | $6,412-75.2% | $11,429-86.1% |