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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 | $12,918 | $133,981-90.4% | $112,249-88.5% | $134,532-90.4% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -13.45% | 47.16%-60.6pp | 27.48%-40.9pp | 418.27%-431.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,920 | $5,292-44.8% | $4,729-38.3% | $6,401-54.4% |
| Admin fee / account holder | $748 | $7,492-90.0% | $6,412-88.3% | $11,429-93.5% |