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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 | $34,131 | $107,353-68.2% | $92,903-63.3% | $152,885-77.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 17.15% | 145.62%-128.5pp | 109.43%-92.3pp | 345.39%-328.2pp |
| Employer contribution / active EE | $45 | $4,222-98.9% | $3,653-98.8% | $4,763-99.0% |
| Participant deferral / active EE | $2,405 | $4,848-50.4% | $4,238-43.3% | $5,851-58.9% |
| Admin fee / account holder | $13,359 | $7,081+88.7% | $5,795+130.5% | $11,598+15.2% |