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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 | $24,759 | $148,582-83.3% | $135,942-81.8% | $139,456-82.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 15.94% | 79.26%-63.3pp | 68.28%-52.3pp | 373.45%-357.5pp |
| Employer contribution / active EE | $49 | $5,245-99.1% | $4,858-99.0% | $4,753-99.0% |
| Participant deferral / active EE | $8,300 | $8,101+2.5% | $7,759+7.0% | $6,711+23.7% |
| Admin fee / account holder | $3,898 | $12,402-68.6% | $10,764-63.8% | $11,407-65.8% |