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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 | $144,351 | $167,415-13.8% | $140,514+2.7% | $198,609-27.3% |
| Participation rate | 75.0% | 80.9%-5.9pp | 77.8%-2.8pp | 82.4%-7.4pp |
| Annual return | 6.87% | 13.85%-7.0pp | 14.36%-7.5pp | 202.70%-195.8pp |
| Employer contribution / active EE | $117 | $4,088-97.1% | $3,378-96.5% | $5,055-97.7% |
| Participant deferral / active EE | $2,341 | $5,579-58.0% | $4,919-52.4% | $6,977-66.4% |
| Admin fee / account holder | $66,456 | $16,730+297.2% | $13,697+385.2% | $19,030+249.2% |