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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 | $76,766 | $103,393-25.8% | $87,103-11.9% | $152,909-49.8% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.9%+8.1pp | 82.5%+2.5pp |
| Annual return | 18.15% | 28.10%-10.0pp | 28.19%-10.0pp | 345.46%-327.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,026 | $4,778-36.7% | $4,049-25.3% | $5,851-48.3% |
| Admin fee / account holder | $5,353 | $12,195-56.1% | $7,491-28.6% | $11,601-53.9% |