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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 | $54,625 | $135,956-59.8% | $123,894-55.9% | $273,972-80.1% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 6.18% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $91 | $5,170-98.2% | $4,617-98.0% | $4,869-98.1% |
| Participant deferral / active EE | $7,381 | $6,343+16.4% | $5,984+23.3% | $5,287+39.6% |
| Admin fee / account holder | $2,605 | $9,817-73.5% | $8,357-68.8% | $10,133-74.3% |