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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 | $156,020 | $100,970+54.5% | $96,576+61.6% | $137,256+13.7% |
| Participation rate | 95.2% | 82.6%+12.6pp | 81.4%+13.8pp | 80.0%+15.3pp |
| Annual return | 14.24% | 38.16%-23.9pp | 38.47%-24.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,245 | $8,286-36.7% | $7,956-34.1% | $6,407-18.1% |
| Admin fee / account holder | $28,723 | $11,312+153.9% | $11,381+152.4% | $12,270+134.1% |