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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 | $17,065 | $154,228-88.9% | $145,433-88.3% | $137,256-87.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 19.79% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $599 | $4,804-87.5% | $4,554-86.9% | $4,156-85.6% |
| Participant deferral / active EE | $3,592 | $8,216-56.3% | $7,897-54.5% | $6,407-43.9% |
| Admin fee / account holder | $3,723 | $14,344-74.0% | $13,129-71.6% | $12,270-69.7% |