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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 | $71,310 | $78,672-9.4% | $109,163-34.7% | $85,856-16.9% |
| Participation rate | 73.3% | 68.3%+5.1pp | 75.9%-2.5pp | 69.3%+4.0pp |
| Annual return | 12.52% | 25.09%-12.6pp | 25.75%-13.2pp | 318.58%-306.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,270 | $3,467-34.5% | $4,654-51.2% | $3,952-42.5% |
| Admin fee / account holder | $14,248 | $5,470+160.5% | $6,754+111.0% | $6,261+127.6% |