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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 | $57,659 | $92,219-37.5% | $76,766-24.9% | $135,382-57.4% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -3.85% | 5.46%-9.3pp | 2.43%-6.3pp | 519.77%-523.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,608 | $4,508+2.2% | $3,851+19.7% | $5,609-17.8% |
| Admin fee / account holder | $1,814 | $10,749-83.1% | $6,675-72.8% | $10,829-83.3% |