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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 | $44,339 | $48,274-8.2% | $63,244-29.9% | $59,633-25.6% |
| Participation rate | 84.8% | 66.3%+18.5pp | 71.0%+13.8pp | 68.7%+16.2pp |
| Annual return | -0.01% | -240.79%+240.8pp | -70.31%+70.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $52 | $1,586-96.7% | $2,322-97.8% | $2,203-97.6% |
| Participant deferral / active EE | $1,076 | $2,343-54.1% | $2,953-63.6% | $3,192-66.3% |
| Admin fee / account holder | $5,825 | $3,600+61.8% | $5,893-1.2% | $4,297+35.6% |