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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 | $131,636 | $87,733+50.0% | $106,554+23.5% | $85,851+53.3% |
| Participation rate | 76.2% | 71.9%+4.3pp | 76.1%+0.1pp | 69.3%+6.9pp |
| Annual return | 21.05% | 21.86%-0.8pp | 26.80%-5.8pp | 318.63%-297.6pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,679 | $3,469+6.0% | $4,398-16.4% | $3,952-6.9% |
| Admin fee / account holder | $29,494 | $6,767+335.8% | $7,408+298.1% | $6,261+371.1% |