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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 | $39,308 | $109,372-64.1% | $89,414-56.0% | $158,966-75.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.82% | 345.55%-327.7pp | 245.50%-227.7pp | 302.95%-285.1pp |
| Employer contribution / active EE | $260 | $3,171-91.8% | $2,586-89.9% | $4,762-94.5% |
| Participant deferral / active EE | $4,232 | $4,598-8.0% | $3,890+8.8% | $5,983-29.3% |
| Admin fee / account holder | $35,817 | $6,156+481.8% | $4,883+633.5% | $11,250+218.4% |