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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 | $17,087 | $61,755-72.3% | $97,161-82.4% | $80,911-78.9% |
| Participation rate | 76.5% | 63.5%+13.0pp | 72.7%+3.8pp | 67.6%+8.8pp |
| Annual return | 143.69% | -557.90%+701.6pp | 75.36%+68.3pp | 35.63%+108.1pp |
| Employer contribution / active EE | $21 | $1,835-98.9% | $2,723-99.2% | $2,756-99.2% |
| Participant deferral / active EE | $3,579 | $3,026+18.2% | $4,265-16.1% | $4,297-16.7% |
| Admin fee / account holder | $2,792 | $5,166-46.0% | $5,647-50.6% | $6,935-59.7% |