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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 | $91,441 | $110,212-17.0% | $96,534-5.3% | $139,466-34.4% |
| Participation rate | 76.5% | 78.1%-1.6pp | 76.0%+0.5pp | 80.3%-3.9pp |
| Annual return | 12.19% | 26.42%-14.2pp | 25.88%-13.7pp | 373.66%-361.5pp |
| Employer contribution / active EE | $442 | $3,620-87.8% | $2,965-85.1% | $4,754-90.7% |
| Participant deferral / active EE | $2,402 | $5,547-56.7% | $4,851-50.5% | $6,712-64.2% |
| Admin fee / account holder | $23,358 | $11,599+101.4% | $8,253+183.0% | $11,409+104.7% |