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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 | $13,773 | $84,713-83.7% | $75,717-81.8% | $167,518-91.8% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.8%+19.6pp | 82.1%+12.3pp |
| Annual return | 29.07% | 199.49%-170.4pp | 104.58%-75.5pp | 478.71%-449.6pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,926 | $4,578-57.9% | $3,821-49.6% | $6,342-69.6% |
| Admin fee / account holder | $2,659 | $5,357-50.4% | $3,619-26.5% | $12,312-78.4% |