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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 | $12,503 | $44,103-71.6% | $75,826-83.5% | $64,173-80.5% |
| Participation rate | 86.8% | 62.7%+24.1pp | 68.2%+18.6pp | 69.6%+17.3pp |
| Annual return | 25.20% | -4.72%+29.9pp | 1914.15%-1888.9pp | 7.63%+17.6pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,666 | $2,204+157.0% | $2,862+97.9% | $3,470+63.3% |
| Admin fee / account holder | $1,668 | $3,506-52.4% | $4,726-64.7% | $4,887-65.9% |