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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 | $88,006 | $106,864-17.6% | $147,318-40.3% | $82,637+6.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.42% | 27.49%-7.1pp | 70.43%-50.0pp | 53.51%-33.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,339 | $6,496+13.0% | $7,906-7.2% | $4,126+77.9% |
| Admin fee / account holder | $4,114 | $8,415-51.1% | $13,708-70.0% | $7,339-43.9% |