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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 | $35,802 | $70,435-49.2% | $96,575-62.9% | $85,856-58.3% |
| Participation rate | 95.9% | 61.8%+34.1pp | 69.8%+26.1pp | 69.3%+26.6pp |
| Annual return | 17.09% | 18.59%-1.5pp | 37.79%-20.7pp | 318.58%-301.5pp |
| Employer contribution / active EE | $214 | $1,413-84.8% | $2,357-90.9% | $2,565-91.6% |
| Participant deferral / active EE | $1,612 | $2,894-44.3% | $3,849-58.1% | $3,952-59.2% |
| Admin fee / account holder | $9,680 | $4,997+93.7% | $6,182+56.6% | $6,261+54.6% |