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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 | $30,082 | $51,638-41.7% | $68,368-56.0% | $82,448-63.5% |
| Participation rate | 87.9% | 63.6%+24.3pp | 73.8%+14.1pp | 68.1%+19.8pp |
| Annual return | 13.70% | 37.53%-23.8pp | 292.57%-278.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,756 | $2,914-39.7% | $4,123-57.4% | $4,139-57.6% |
| Admin fee / account holder | $1,466 | $4,643-68.4% | $5,150-71.5% | $7,234-79.7% |