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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 | $90,513 | $87,733+3.2% | $106,555-15.1% | $85,847+5.4% |
| Participation rate | 75.4% | 71.9%+3.5pp | 76.1%-0.7pp | 69.3%+6.1pp |
| Annual return | 15.31% | 21.86%-6.5pp | 26.80%-11.5pp | 318.61%-303.3pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,207 | $3,469+21.3% | $4,399-4.4% | $3,952+6.5% |
| Admin fee / account holder | $2,318 | $6,767-65.8% | $7,408-68.7% | $6,261-63.0% |