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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 | $43,966 | $152,612-71.2% | $125,192-64.9% | $152,897-71.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.41% | 54.85%-38.4pp | 43.79%-27.4pp | 345.43%-329.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,094 | $5,868-47.3% | $4,937-37.3% | $5,851-47.1% |
| Admin fee / account holder | $314 | $13,437-97.7% | $9,704-96.8% | $11,599-97.3% |