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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 | $21,121 | $97,125-78.3% | $86,233-75.5% | $137,256-84.6% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.0%+1.6pp | 80.0%-9.4pp |
| Annual return | 14.03% | 74.19%-60.2pp | 61.39%-47.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $6 | $2,841-99.8% | $2,504-99.8% | $4,156-99.9% |
| Participant deferral / active EE | $3,639 | $5,180-29.7% | $4,559-20.2% | $6,407-43.2% |
| Admin fee / account holder | $2,285 | $9,725-76.5% | $8,342-72.6% | $12,270-81.4% |