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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 | $33,775 | $174,379-80.6% | $152,093-77.8% | $138,895-75.7% |
| Participation rate | 72.2% | 81.6%-9.4pp | 77.8%-5.5pp | 79.9%-7.7pp |
| Annual return | 18.81% | 74.86%-56.1pp | 66.36%-47.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $661 | $4,652-85.8% | $4,175-84.2% | $4,194-84.2% |
| Participant deferral / active EE | $9,922 | $6,159+61.1% | $5,451+82.0% | $6,396+55.1% |
| Admin fee / account holder | $5,492 | $16,880-67.5% | $14,497-62.1% | $12,562-56.3% |