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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 | $59,171 | $99,995-40.8% | $85,063-30.4% | $145,978-59.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.34% | 83.99%-72.7pp | 66.54%-55.2pp | 550.52%-539.2pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,245 | $5,295-76.5% | $4,523-72.5% | $6,690-81.4% |
| Admin fee / account holder | $3,160 | $7,255-56.4% | $6,155-48.7% | $13,400-76.4% |