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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 | $15,759 | $108,285-85.4% | $77,552-79.7% | $158,982-90.1% |
| Participation rate | 93.3% | 64.4%+28.9pp | 54.2%+39.1pp | 82.0%+11.4pp |
| Annual return | 6.83% | 31.69%-24.9pp | 54.82%-48.0pp | 302.99%-296.2pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,032 | $2,455-58.0% | $1,861-44.5% | $5,983-82.7% |
| Admin fee / account holder | $7,153 | $3,709+92.8% | $2,859+150.2% | $11,252-36.4% |