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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 | $60,836 | $81,870-25.7% | $119,634-49.1% | $68,490-11.2% |
| Participation rate | 84.6% | 71.9%+12.7pp | 79.3%+5.3pp | 67.9%+16.7pp |
| Annual return | -16.36% | -23.82%+7.5pp | -14.98%-1.4pp | -7.85%-8.5pp |
| Employer contribution / active EE | $577 | $2,692-78.6% | $4,232-86.4% | $2,597-77.8% |
| Participant deferral / active EE | $2,828 | $4,148-31.8% | $5,601-49.5% | $4,028-29.8% |
| Admin fee / account holder | $1,497 | $6,583-77.3% | $10,329-85.5% | $5,403-72.3% |