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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 | $16,033 | $29,736-46.1% | $56,033-71.4% | $80,935-80.2% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 10.77% | 35.28%-24.5pp | 1711.38%-1700.6pp | 35.66%-24.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,878 | $1,228+215.7% | $1,954+98.5% | $4,299-9.8% |
| Admin fee / account holder | $625 | $2,434-74.3% | $2,827-77.9% | $6,924-91.0% |