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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 | $28,949 | $61,815-53.2% | $97,295-70.2% | $80,959-64.2% |
| Participation rate | 84.6% | 63.5%+21.1pp | 72.7%+12.0pp | 67.7%+16.9pp |
| Annual return | 12.45% | -558.73%+571.2pp | 75.62%-63.2pp | 35.67%-23.2pp |
| Employer contribution / active EE | $34 | $1,836-98.1% | $2,723-98.7% | $2,757-98.8% |
| Participant deferral / active EE | $4,337 | $3,027+43.3% | $4,264+1.7% | $4,300+0.9% |
| Admin fee / account holder | $972 | $5,166-81.2% | $5,646-82.8% | $6,925-86.0% |