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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 | $41,717 | $157,296-73.5% | $141,191-70.5% | $152,897-72.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $570 | $5,262-89.2% | $4,736-88.0% | $4,764-88.0% |
| Participant deferral / active EE | $2,391 | $7,111-66.4% | $6,710-64.4% | $5,851-59.1% |
| Admin fee / account holder | $353 | $12,125-97.1% | $10,264-96.6% | $11,599-97.0% |