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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 | $24,660 | $52,279-52.8% | $89,435-72.4% | $79,856-69.1% |
| Participation rate | 76.0% | 57.5%+18.5pp | 68.0%+8.0pp | 69.6%+6.4pp |
| Annual return | 26.36% | 22.16%+4.2pp | 245.55%-219.2pp | 31.71%-5.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,273 | $2,740+19.5% | $3,890-15.9% | $3,741-12.5% |
| Admin fee / account holder | $1,549 | $3,356-53.9% | $4,884-68.3% | $5,306-70.8% |