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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 | $17,182 | $69,248-75.2% | $64,101-73.2% | $139,466-87.7% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 23.09% | 45.95%-22.9pp | 33.72%-10.6pp | 373.66%-350.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,444 | $4,682+16.3% | $3,881+40.3% | $6,712-18.9% |
| Admin fee / account holder | $2,514 | $4,247-40.8% | $3,070-18.1% | $11,409-78.0% |