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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 | $36,048 | $111,535-67.7% | $105,223-65.7% | $137,256-73.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.82% | 237.85%-226.0pp | 180.65%-168.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $476 | $3,939-87.9% | $3,689-87.1% | $4,156-88.6% |
| Participant deferral / active EE | $3,039 | $5,500-44.7% | $5,072-40.1% | $6,407-52.6% |
| Admin fee / account holder | $21,467 | $9,721+120.8% | $8,859+142.3% | $12,270+74.9% |