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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 | $90,856 | $142,392-36.2% | $119,622-24.0% | $134,532-32.5% |
| Participation rate | 90.5% | 82.8%+7.6pp | 79.3%+11.2pp | 81.2%+9.2pp |
| Annual return | -18.51% | -12.46%-6.1pp | -14.98%-3.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $10 | $5,224-99.8% | $4,232-99.8% | $4,741-99.8% |
| Participant deferral / active EE | $5,936 | $6,467-8.2% | $5,601+6.0% | $6,401-7.3% |
| Admin fee / account holder | $6,716 | $13,593-50.6% | $10,328-35.0% | $11,429-41.2% |