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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 | $60,654 | $126,661-52.1% | $113,397-46.5% | $138,895-56.3% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.5%+15.2pp | 79.9%+11.7pp |
| Annual return | 12.63% | 25.05%-12.4pp | 23.20%-10.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $25 | $3,456-99.3% | $2,977-99.2% | $4,194-99.4% |
| Participant deferral / active EE | $2,516 | $5,693-55.8% | $5,076-50.4% | $6,396-60.7% |
| Admin fee / account holder | $1,472 | $14,549-89.9% | $11,957-87.7% | $12,562-88.3% |