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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 | $27,205 | $105,200-74.1% | $159,474-82.9% | $85,847-68.3% |
| Participation rate | 72.5% | 75.8%-3.3pp | 82.8%-10.3pp | 69.3%+3.2pp |
| Annual return | 26.23% | 45.08%-18.8pp | 263.68%-237.4pp | 318.61%-292.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,556 | $5,946-6.6% | $7,353-24.4% | $3,952+40.6% |
| Admin fee / account holder | $1,105 | $6,934-84.1% | $10,802-89.8% | $6,261-82.3% |