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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 | $52,312 | $97,550-46.4% | $120,344-56.5% | $87,485-40.2% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.7%-2.5pp | 68.9%+5.3pp |
| Annual return | 53.61% | 18.41%+35.2pp | 20.30%+33.3pp | 26.06%+27.6pp |
| Employer contribution / active EE | $312 | $2,291-86.4% | $3,020-89.7% | $2,596-88.0% |
| Participant deferral / active EE | $2,684 | $4,230-36.5% | $5,135-47.7% | $4,274-37.2% |
| Admin fee / account holder | $1,157 | $9,543-87.9% | $12,742-90.9% | $7,775-85.1% |