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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 | $25,760 | $67,411-61.8% | $91,004-71.7% | $70,126-63.3% |
| Participation rate | 76.5% | 71.4%+5.1pp | 75.6%+0.9pp | 69.5%+6.9pp |
| Annual return | 13.00% | -40.16%+53.2pp | 4.60%+8.4pp | 73.15%-60.1pp |
| Employer contribution / active EE | $322 | $1,786-81.9% | $2,456-86.9% | $2,343-86.2% |
| Participant deferral / active EE | $2,451 | $2,823-13.2% | $3,548-30.9% | $3,332-26.5% |
| Admin fee / account holder | $3,264 | $4,236-23.0% | $5,417-39.8% | $4,645-29.7% |