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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 | $57,864 | $196,972-70.6% | $182,262-68.3% | $198,609-70.9% |
| Participation rate | 71.4% | 85.7%-14.3pp | 84.2%-12.8pp | 82.4%-10.9pp |
| Annual return | 12.10% | 158.27%-146.2pp | 140.60%-128.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $1,118 | $5,364-79.2% | $5,046-77.8% | $5,055-77.9% |
| Participant deferral / active EE | $7,549 | $8,643-12.7% | $8,276-8.8% | $6,977+8.2% |
| Admin fee / account holder | $5,242 | $18,429-71.6% | $16,712-68.6% | $19,030-72.5% |