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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 | $21,825 | $154,228-85.8% | $145,433-85.0% | $137,256-84.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.22% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $65 | $4,804-98.6% | $4,554-98.6% | $4,156-98.4% |
| Participant deferral / active EE | $6,561 | $8,216-20.1% | $7,897-16.9% | $6,407+2.4% |
| Admin fee / account holder | $3,575 | $14,344-75.1% | $13,129-72.8% | $12,270-70.9% |