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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 | $84,262 | $168,635-50.0% | $147,617-42.9% | $125,389-32.8% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | -0.67% | 77.65%-78.3pp | 61.98%-62.7pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,087 | $5,507-25.8% | $4,895-16.5% | $5,352-23.6% |
| Admin fee / account holder | $8,295 | $13,580-38.9% | $11,612-28.6% | $9,541-13.1% |