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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 | $32,508 | $97,125-66.5% | $86,233-62.3% | $137,256-76.3% |
| Participation rate | 77.3% | 74.2%+3.1pp | 69.0%+8.3pp | 80.0%-2.7pp |
| Annual return | 12.26% | 74.19%-61.9pp | 61.39%-49.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,126 | $5,180-59.0% | $4,559-53.4% | $6,407-66.8% |
| Admin fee / account holder | $5,251 | $9,725-46.0% | $8,342-37.1% | $12,270-57.2% |