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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 | $28,821 | $103,393-72.1% | $87,103-66.9% | $152,909-81.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 61.07% | 28.10%+33.0pp | 28.19%+32.9pp | 345.46%-284.4pp |
| Employer contribution / active EE | $631 | $3,221-80.4% | $2,521-75.0% | $4,764-86.8% |
| Participant deferral / active EE | $2,725 | $4,778-43.0% | $4,049-32.7% | $5,851-53.4% |
| Admin fee / account holder | $17,269 | $12,195+41.6% | $7,491+130.5% | $11,601+48.9% |