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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 | $31,844 | $81,358-60.9% | $155,556-79.5% | $80,959-60.7% |
| Participation rate | 90.0% | 66.3%+23.7pp | 78.2%+11.8pp | 67.7%+22.3pp |
| Annual return | 66.48% | 33.39%+33.1pp | 64.84%+1.6pp | 35.67%+30.8pp |
| Employer contribution / active EE | $8 | $3,106-99.7% | $4,675-99.8% | $2,757-99.7% |
| Participant deferral / active EE | $12,234 | $3,455+254.1% | $5,631+117.3% | $4,300+184.5% |
| Admin fee / account holder | $3,153 | $7,994-60.6% | $15,885-80.1% | $6,925-54.5% |