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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 | $3,640 | $70,366-94.8% | $66,674-94.5% | $138,895-97.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.19% | 386.41%-368.2pp | 321.24%-303.0pp | 145.39%-127.2pp |
| Employer contribution / active EE | $372 | $2,765-86.5% | $2,620-85.8% | $4,194-91.1% |
| Participant deferral / active EE | $1,439 | $4,374-67.1% | $4,084-64.8% | $6,396-77.5% |
| Admin fee / account holder | $717 | $5,262-86.4% | $5,098-85.9% | $12,562-94.3% |