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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 | $58,174 | $181,896-68.0% | $156,551-62.8% | $273,972-78.8% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | 6.24% | 30.74%-24.5pp | 32.23%-26.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,243 | $6,248-80.1% | $5,501-77.4% | $4,869-74.5% |
| Participant deferral / active EE | $4,919 | $5,550-11.4% | $4,871+1.0% | $5,287-7.0% |
| Admin fee / account holder | $1,755 | $15,560-88.7% | $13,028-86.5% | $10,133-82.7% |