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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 | $38,711 | $102,382-62.2% | $147,005-73.7% | $80,874-52.1% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 15.57% | 134.89%-119.3pp | 418.76%-403.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $797 | $3,715-78.5% | $4,934-83.8% | $2,756-71.1% |
| Participant deferral / active EE | $3,543 | $6,646-46.7% | $8,070-56.1% | $4,297-17.5% |
| Admin fee / account holder | $17,023 | $7,942+114.3% | $13,006+30.9% | $6,935+145.5% |