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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 | $38,373 | $132,634-71.1% | $115,768-66.9% | $137,256-72.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.73% | 160.70%-146.0pp | 100.46%-85.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | -$6 | $3,360-100.2% | $2,940-100.2% | $4,156-100.1% |
| Participant deferral / active EE | $5,156 | $5,619-8.2% | $4,917+4.9% | $6,407-19.5% |
| Admin fee / account holder | $802 | $15,028-94.7% | $12,439-93.6% | $12,270-93.5% |