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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 | $37,325 | $106,923-65.1% | $84,023-55.6% | $152,909-75.6% |
| Participation rate | 70.6% | 75.3%-4.7pp | 69.0%+1.6pp | 82.5%-11.9pp |
| Annual return | 18.89% | 105.02%-86.1pp | 71.32%-52.4pp | 345.46%-326.6pp |
| Employer contribution / active EE | $216 | $2,735-92.1% | $1,984-89.1% | $4,764-95.5% |
| Participant deferral / active EE | $1,868 | $4,013-53.4% | $3,239-42.3% | $5,851-68.1% |
| Admin fee / account holder | $2,594 | $8,289-68.7% | $6,102-57.5% | $11,601-77.6% |