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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 | $24,259 | $107,944-77.5% | $91,994-73.6% | $152,885-84.1% |
| Participation rate | 76.5% | 81.2%-4.7pp | 78.6%-2.2pp | 82.5%-6.0pp |
| Annual return | 17.28% | 89.26%-72.0pp | 69.03%-51.7pp | 345.39%-328.1pp |
| Employer contribution / active EE | $5 | $4,210-99.9% | $3,452-99.9% | $4,763-99.9% |
| Participant deferral / active EE | $4,325 | $6,365-32.1% | $5,923-27.0% | $5,851-26.1% |
| Admin fee / account holder | $7,074 | $10,521-32.8% | $7,743-8.6% | $11,598-39.0% |