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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 | $48,642 | $148,582-67.3% | $135,942-64.2% | $139,456-65.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.27% | 79.26%-67.0pp | 68.28%-56.0pp | 373.45%-361.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,505 | $8,101-56.7% | $7,759-54.8% | $6,711-47.8% |
| Admin fee / account holder | $8,949 | $12,402-27.8% | $10,764-16.9% | $11,407-21.6% |