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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 | $105,139 | $162,821-35.4% | $133,978-21.5% | $158,982-33.9% |
| Participation rate | 70.8% | 83.2%-12.4pp | 79.8%-9.0pp | 82.0%-11.1pp |
| Annual return | 7.50% | 41.95%-34.4pp | 45.10%-37.6pp | 302.99%-295.5pp |
| Employer contribution / active EE | $700 | $4,976-85.9% | $3,919-82.1% | $4,763-85.3% |
| Participant deferral / active EE | $3,517 | $5,910-40.5% | $5,047-30.3% | $5,983-41.2% |
| Admin fee / account holder | $3,138 | $11,742-73.3% | $8,930-64.9% | $11,252-72.1% |