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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 | $71,230 | $95,453-25.4% | $112,040-36.4% | $82,448-13.6% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.5%+15.5pp | 68.1%+23.9pp |
| Annual return | 13.02% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,554 | $4,224+7.8% | $5,098-10.7% | $4,139+10.0% |
| Admin fee / account holder | $6,903 | $9,013-23.4% | $12,098-42.9% | $7,234-4.6% |