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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 | $9,496 | $109,863-91.4% | $98,477-90.4% | $167,518-94.3% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 22.18% | 1958.09%-1935.9pp | 1493.59%-1471.4pp | 478.71%-456.5pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,695 | $4,673-63.7% | $4,276-60.4% | $6,342-73.3% |
| Admin fee / account holder | $742 | $6,755-89.0% | $5,951-87.5% | $12,312-94.0% |