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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 | $30,225 | $156,398-80.7% | $147,318-79.5% | $138,895-78.2% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 24.53% | 78.75%-54.2pp | 70.43%-45.9pp | 145.39%-120.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,549 | $8,237-8.4% | $7,906-4.5% | $6,396+18.0% |
| Admin fee / account holder | $483 | $14,976-96.8% | $13,708-96.5% | $12,562-96.2% |