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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 | $79,358 | $105,856-25.0% | $90,161-12.0% | $147,585-46.2% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 12.60% | 37.63%-25.0pp | 34.89%-22.3pp | 578.58%-566.0pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,876 | $5,733-32.4% | $5,287-26.7% | $5,439-28.7% |
| Admin fee / account holder | $7,840 | $8,046-2.6% | $5,943+31.9% | $10,886-28.0% |