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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 | $116,729 | $172,111-32.2% | $150,298-22.3% | $137,256-15.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 15.14% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $186 | $4,636-96.0% | $4,154-95.5% | $4,156-95.5% |
| Participant deferral / active EE | $3,118 | $6,166-49.4% | $5,453-42.8% | $6,407-51.3% |
| Admin fee / account holder | $1,102 | $16,471-93.3% | $14,116-92.2% | $12,270-91.0% |