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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 | $145,372 | $117,846+23.4% | $102,434+41.9% | $145,884-0.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.03% | 31.90%-20.9pp | 29.46%-18.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,923 | $5,733+20.7% | $5,055+37.0% | $6,690+3.5% |
| Admin fee / account holder | $26,610 | $13,356+99.2% | $9,462+181.2% | $13,392+98.7% |