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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 | $12,665 | $72,071-82.4% | $68,368-81.5% | $137,256-90.8% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 26.49% | 353.14%-326.6pp | 292.57%-266.1pp | 220.34%-193.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,788 | $4,410+8.6% | $4,123+16.1% | $6,407-25.3% |
| Admin fee / account holder | $1,119 | $5,336-79.0% | $5,150-78.3% | $12,270-90.9% |