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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 | $37,300 | $107,733-65.4% | $92,985-59.9% | $154,746-75.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 20.03% | 30.39%-10.4pp | 27.99%-8.0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $49 | $3,126-98.4% | $2,662-98.2% | $4,379-98.9% |
| Participant deferral / active EE | $11,909 | $5,053+135.7% | $4,377+172.1% | $6,730+76.9% |
| Admin fee / account holder | $6,695 | $11,369-41.1% | $9,463-29.3% | $14,365-53.4% |