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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 | $150,089 | $78,013+92.4% | $178,449-15.9% | $80,911+85.5% |
| Participation rate | 77.6% | 65.7%+11.9pp | 77.1%+0.5pp | 67.6%+9.9pp |
| Annual return | 18.10% | 18.07%0pp | 27.09%-9.0pp | 35.63%-17.5pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,523 | $4,408+206.8% | $6,277+115.4% | $4,297+214.7% |
| Admin fee / account holder | $22,935 | $7,166+220.1% | $10,362+121.3% | $6,935+230.7% |