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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 | $30,822 | $101,795-69.7% | $165,100-81.3% | $80,959-61.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.34% | 16.73%-5.4pp | 70.21%-58.9pp | 35.67%-24.3pp |
| Employer contribution / active EE | $377 | $2,954-87.2% | $4,348-91.3% | $2,757-86.3% |
| Participant deferral / active EE | $2,652 | $4,476-40.7% | $6,035-56.1% | $4,300-38.3% |
| Admin fee / account holder | $4,661 | $8,221-43.3% | $12,696-63.3% | $6,925-32.7% |