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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 | $78,296 | $168,636-53.6% | $147,618-47.0% | $125,388-37.6% |
| Participation rate | 76.9% | 88.8%-11.8pp | 84.6%-7.7pp | 83.2%-6.3pp |
| Annual return | -3.20% | 77.65%-80.9pp | 61.98%-65.2pp | 282.24%-285.4pp |
| Employer contribution / active EE | $721 | $6,252-88.5% | $5,565-87.0% | $4,866-85.2% |
| Participant deferral / active EE | $3,219 | $5,507-41.5% | $4,895-34.2% | $5,352-39.9% |
| Admin fee / account holder | $3,269 | $13,580-75.9% | $11,612-71.8% | $9,541-65.7% |