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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 | $127,728 | $157,304-18.8% | $141,197-9.5% | $152,909-16.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.28% | 64.34%-41.1pp | 71.41%-48.1pp | 345.46%-322.2pp |
| Employer contribution / active EE | $861 | $5,263-83.6% | $4,736-81.8% | $4,764-81.9% |
| Participant deferral / active EE | $3,406 | $7,111-52.1% | $6,710-49.2% | $5,851-41.8% |
| Admin fee / account holder | $2,595 | $12,126-78.6% | $10,265-74.7% | $11,601-77.6% |