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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 | $102,045 | $117,846-13.4% | $102,434-0.4% | $145,884-30.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 12.03% | 31.90%-19.9pp | 29.46%-17.4pp | 551.85%-539.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $22,909 | $5,733+299.6% | $5,055+353.2% | $6,690+242.5% |
| Admin fee / account holder | $17,212 | $13,356+28.9% | $9,462+81.9% | $13,392+28.5% |