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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 | $130,624 | $228,395-42.8% | $185,861-29.7% | $158,982-17.8% |
| Participation rate | 94.1% | 82.3%+11.8pp | 78.0%+16.1pp | 82.0%+12.2pp |
| Annual return | 17.95% | 40.82%-22.9pp | 35.96%-18.0pp | 302.99%-285.0pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,708 | $6,417+51.3% | $5,634+72.3% | $5,983+62.2% |
| Admin fee / account holder | $1,722 | $11,869-85.5% | $9,503-81.9% | $11,252-84.7% |