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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 | $33,557 | $69,977-52.0% | $108,582-69.1% | $62,881-46.6% |
| Participation rate | 87.0% | 72.9%+14.1pp | 79.6%+7.4pp | 69.3%+17.7pp |
| Annual return | 12.36% | 10.73%+1.6pp | -51.70%+64.1pp | 20.14%-7.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,792 | $3,165-11.8% | $4,311-35.2% | $3,203-12.8% |
| Admin fee / account holder | $4,113 | $5,076-19.0% | $7,645-46.2% | $4,296-4.3% |