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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 | $36,731 | $165,361-77.8% | $149,715-75.5% | $158,950-76.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $818 | $5,103-84.0% | $4,645-82.4% | $4,762-82.8% |
| Participant deferral / active EE | $4,808 | $7,182-33.1% | $6,842-29.7% | $5,983-19.6% |
| Admin fee / account holder | $1,309 | $10,808-87.9% | $9,310-85.9% | $11,248-88.4% |