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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 | $83,583 | $90,728-7.9% | $86,279-3.1% | $138,895-39.8% |
| Participation rate | 76.5% | 81.0%-4.5pp | 78.7%-2.2pp | 79.9%-3.4pp |
| Annual return | 14.04% | 34.83%-20.8pp | 30.40%-16.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $744 | $4,974-85.1% | $4,663-84.1% | $4,194-82.3% |
| Participant deferral / active EE | $2,541 | $6,125-58.5% | $5,658-55.1% | $6,396-60.3% |
| Admin fee / account holder | $1,747 | $11,808-85.2% | $10,485-83.3% | $12,562-86.1% |