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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 | $31,047 | $107,353-71.1% | $92,903-66.6% | $152,885-79.7% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 16.96% | 145.62%-128.7pp | 109.43%-92.5pp | 345.39%-328.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,561 | $4,848-5.9% | $4,238+7.6% | $5,851-22.0% |
| Admin fee / account holder | $2,032 | $7,081-71.3% | $5,795-64.9% | $11,598-82.5% |