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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 | $13,561 | $110,410-87.7% | $102,437-86.8% | $145,897-90.7% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 10.21% | 24.85%-14.6pp | 24.95%-14.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,037 | $5,622-63.8% | $5,060-59.8% | $6,689-69.6% |
| Admin fee / account holder | $484 | $9,745-95.0% | $8,388-94.2% | $13,390-96.4% |