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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 | $118,701 | $97,020+22.3% | $83,322+42.5% | $135,379-12.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.09% | 12.31%-17.4pp | 10.64%-15.7pp | 519.79%-524.9pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,649 | $5,964+11.5% | $5,565+19.5% | $5,609+18.5% |
| Admin fee / account holder | $17,078 | $8,426+102.7% | $7,540+126.5% | $10,828+57.7% |