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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 | $104,952 | $111,814-6.1% | $103,378+1.5% | $145,978-28.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.22% | 24.80%-15.6pp | 24.91%-15.7pp | 550.52%-541.3pp |
| Employer contribution / active EE | $316 | $4,215-92.5% | $3,870-91.8% | $4,662-93.2% |
| Participant deferral / active EE | $4,191 | $5,618-25.4% | $5,058-17.1% | $6,690-37.4% |
| Admin fee / account holder | $23,935 | $9,764+145.1% | $8,401+184.9% | $13,400+78.6% |