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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 | $26,400 | $88,672-70.2% | $105,223-74.9% | $82,448-68.0% |
| Participation rate | 96.3% | 67.9%+28.4pp | 75.0%+21.3pp | 68.1%+28.2pp |
| Annual return | 31.77% | 30.86%+0.9pp | 180.65%-148.9pp | 41.64%-9.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,065 | $4,036+25.5% | $5,072-0.1% | $4,139+22.4% |
| Admin fee / account holder | $940 | $7,146-86.8% | $8,859-89.4% | $7,234-87.0% |