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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 | $24,279 | $58,655-58.6% | $91,994-73.6% | $65,186-62.8% |
| Participation rate | 90.5% | 75.3%+15.2pp | 78.6%+11.8pp | 70.2%+20.3pp |
| Annual return | 0.00% | 33.92%-33.9pp | 69.04%-69.0pp | 29.39%-29.4pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,621 | $5,474+75.7% | $5,924+62.4% | $3,514+173.8% |
| Admin fee / account holder | $596 | $434+37.2% | $7,744-92.3% | $847-29.7% |