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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 | $196,584 | $139,421+41.0% | $239,577-17.9% | $116,462+68.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.1%+17.9pp | 74.7%+25.3pp |
| Annual return | 12.81% | 15.58%-2.8pp | -0.70%+13.5pp | 15.65%-2.8pp |
| Employer contribution / active EE | $402 | $4,487-91.0% | $7,232-94.4% | $3,231-87.6% |
| Participant deferral / active EE | $6,791 | $4,296+58.1% | $5,676+19.6% | $3,836+77.0% |
| Admin fee / account holder | $11,254 | $21,515-47.7% | $19,315-41.7% | $12,754-11.8% |