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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 | $99,775 | $167,415-40.4% | $140,514-29.0% | $198,609-49.8% |
| Participation rate | 80.0% | 80.9%-0.9pp | 77.8%+2.2pp | 82.4%-2.4pp |
| Annual return | 16.97% | 13.85%+3.1pp | 14.36%+2.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,016 | $5,579-28.0% | $4,919-18.4% | $6,977-42.4% |
| Admin fee / account holder | $1,361 | $16,730-91.9% | $13,697-90.1% | $19,030-92.8% |