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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 | $23,510 | $58,828-60.0% | $78,002-69.9% | $62,881-62.6% |
| Participation rate | 77.8% | 71.1%+6.7pp | 75.5%+2.3pp | 69.3%+8.5pp |
| Annual return | 9.05% | 17.16%-8.1pp | 425.99%-416.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $232 | $1,672-86.1% | $2,470-90.6% | $2,281-89.8% |
| Participant deferral / active EE | $1,405 | $2,686-47.7% | $3,497-59.8% | $3,203-56.1% |
| Admin fee / account holder | $1,118 | $4,393-74.6% | $5,481-79.6% | $4,296-74.0% |