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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 | $54,071 | $86,298-37.3% | $111,308-51.4% | $85,847-37.0% |
| Participation rate | 97.9% | 73.3%+24.5pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 30.01% | 19.99%+10.0pp | 54.67%-24.7pp | 318.61%-288.6pp |
| Employer contribution / active EE | $453 | $2,044-77.8% | $2,732-83.4% | $2,565-82.3% |
| Participant deferral / active EE | $2,391 | $3,641-34.3% | $4,487-46.7% | $3,952-39.5% |
| Admin fee / account holder | $6,704 | $8,189-18.1% | $7,965-15.8% | $6,261+7.1% |