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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 | $54,900 | $213,785-74.3% | $185,441-70.4% | $155,188-64.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 7.09% | 19.97%-12.9pp | 20.16%-13.1pp | 148.84%-141.8pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,385 | $6,864-36.1% | $6,152-28.7% | $6,531-32.9% |
| Admin fee / account holder | $46,100 | $21,134+118.1% | $17,890+157.7% | $14,480+218.4% |