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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 | $136,860-55.7% | $120,344-49.6% | $154,746-60.8% |
| Participation rate | 91.7% | 79.9%+11.8pp | 76.7%+15.0pp | 80.7%+11.0pp |
| Annual return | 12.63% | 21.38%-8.7pp | 20.30%-7.7pp | 172.34%-159.7pp |
| Employer contribution / active EE | $25 | $3,533-99.3% | $3,020-99.2% | $4,379-99.4% |
| Participant deferral / active EE | $2,516 | $5,793-56.6% | $5,135-51.0% | $6,730-62.6% |
| Admin fee / account holder | $1,472 | $15,393-90.4% | $12,742-88.4% | $14,365-89.8% |