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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 | $124,354 | $45,152+175.4% | $73,835+68.4% | $59,633+108.5% |
| Participation rate | 73.1% | 64.0%+9.1pp | 73.4%-0.4pp | 68.7%+4.4pp |
| Annual return | 1.59% | 27.40%-25.8pp | 2268.13%-2266.5pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,025 | $2,573+56.4% | $3,583+12.3% | $3,192+26.1% |
| Admin fee / account holder | $23,846 | $3,515+578.5% | $4,880+388.7% | $4,297+454.9% |