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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 | $26,517 | $150,447-82.4% | $136,298-80.5% | $147,586-82.0% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 14.62% | 1049.15%-1034.5pp | 5156.27%-5141.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $840 | $5,256-84.0% | $4,696-82.1% | $4,876-82.8% |
| Participant deferral / active EE | $2,496 | $6,631-62.4% | $6,247-60.1% | $5,439-54.1% |
| Admin fee / account holder | $3,863 | $10,906-64.6% | $9,244-58.2% | $10,886-64.5% |