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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 | $18,281 | $107,809-83.0% | $97,032-81.2% | $155,188-88.2% |
| Participation rate | 87.5% | 75.5%+12.0pp | 71.6%+15.9pp | 80.8%+6.7pp |
| Annual return | 20.16% | 38.06%-17.9pp | 35.38%-15.2pp | 148.84%-128.7pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,397 | $5,129-33.8% | $4,672-27.3% | $6,531-48.0% |
| Admin fee / account holder | $496 | $10,717-95.4% | $9,418-94.7% | $14,480-96.6% |