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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 | $7,525 | $87,166-91.4% | $76,735-90.2% | $137,256-94.5% |
| Participation rate | 92.9% | 74.4%+18.5pp | 69.5%+23.4pp | 80.0%+12.9pp |
| Annual return | 19.83% | 26.50%-6.7pp | 29.77%-9.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,818 | $4,726-61.5% | $4,088-55.5% | $6,407-71.6% |
| Admin fee / account holder | $1,212 | $8,403-85.6% | $7,189-83.1% | $12,270-90.1% |