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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 | $45,507 | $162,136-71.9% | $152,301-70.1% | $154,746-70.6% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 17.46% | 91.02%-73.6pp | 80.50%-63.0pp | 172.34%-154.9pp |
| Employer contribution / active EE | $654 | $4,890-86.6% | $4,624-85.9% | $4,379-85.1% |
| Participant deferral / active EE | $9,543 | $8,341+14.4% | $8,004+19.2% | $6,730+41.8% |
| Admin fee / account holder | $3,034 | $15,759-80.7% | $14,398-78.9% | $14,365-78.9% |