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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 | $61,473 | $157,304-60.9% | $141,197-56.5% | $152,909-59.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.39% | 64.34%-41.0pp | 71.41%-48.0pp | 345.46%-322.1pp |
| Employer contribution / active EE | $748 | $5,263-85.8% | $4,736-84.2% | $4,764-84.3% |
| Participant deferral / active EE | $5,843 | $7,111-17.8% | $6,710-12.9% | $5,851-0.2% |
| Admin fee / account holder | $7,130 | $12,126-41.2% | $10,265-30.5% | $11,601-38.5% |