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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 | $101,261 | $127,790-20.8% | $106,555-5.0% | $167,536-39.6% |
| Participation rate | 78.9% | 78.3%+0.7pp | 76.1%+2.8pp | 82.1%-3.2pp |
| Annual return | 11.51% | 33.88%-22.4pp | 26.80%-15.3pp | 478.82%-467.3pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,691 | $5,088-66.8% | $4,399-61.6% | $6,342-73.3% |
| Admin fee / account holder | $1,068 | $11,229-90.5% | $7,408-85.6% | $12,315-91.3% |