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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 | $167,415-44.5% | $140,514-33.9% | $198,609-53.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 9.89% | 13.85%-4.0pp | 14.36%-4.5pp | 202.70%-192.8pp |
| Employer contribution / active EE | $599 | $4,088-85.3% | $3,378-82.3% | $5,055-88.2% |
| Participant deferral / active EE | $6,738 | $5,579+20.8% | $4,919+37.0% | $6,977-3.4% |
| Admin fee / account holder | $7,583 | $16,730-54.7% | $13,697-44.6% | $19,030-60.2% |