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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 | $144,420 | $162,136-10.9% | $152,301-5.2% | $154,746-6.7% |
| Participation rate | 77.3% | 84.1%-6.8pp | 82.4%-5.2pp | 80.7%-3.4pp |
| Annual return | 14.11% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,659 | $8,341+3.8% | $8,004+8.2% | $6,730+28.7% |
| Admin fee / account holder | $7,878 | $15,759-50.0% | $14,398-45.3% | $14,365-45.2% |