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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 | $71,399 | $167,362-57.3% | $143,799-50.3% | $134,532-46.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.07% | 0.47%-15.5pp | -0.04%-15.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $888 | $5,620-84.2% | $4,952-82.1% | $4,741-81.3% |
| Participant deferral / active EE | $6,374 | $6,447-1.1% | $5,638+13.0% | $6,401-0.4% |
| Admin fee / account holder | $12,928 | $18,094-28.5% | $14,677-11.9% | $11,429+13.1% |