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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 | $92,946 | $136,860-32.1% | $120,344-22.8% | $154,746-39.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 9.89% | 21.38%-11.5pp | 20.30%-10.4pp | 172.34%-162.4pp |
| Employer contribution / active EE | $599 | $3,533-83.0% | $3,020-80.2% | $4,379-86.3% |
| Participant deferral / active EE | $6,738 | $5,793+16.3% | $5,135+31.2% | $6,730+0.1% |
| Admin fee / account holder | $7,583 | $15,393-50.7% | $12,742-40.5% | $14,365-47.2% |