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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 | $15,627 | $114,119-86.3% | $107,187-85.4% | $138,895-88.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.63% | 273.21%-253.6pp | 204.55%-184.9pp | 145.39%-125.8pp |
| Employer contribution / active EE | $526 | $4,059-87.0% | $3,782-86.1% | $4,194-87.5% |
| Participant deferral / active EE | $2,068 | $5,538-62.7% | $5,096-59.4% | $6,396-67.7% |
| Admin fee / account holder | $2,255 | $10,024-77.5% | $9,162-75.4% | $12,562-82.0% |