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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 | $63,429 | $103,387-38.6% | $87,102-27.2% | $152,885-58.5% |
| Participation rate | 73.3% | 79.4%-6.0pp | 76.9%-3.5pp | 82.5%-9.1pp |
| Annual return | 17.33% | 28.10%-10.8pp | 28.19%-10.9pp | 345.39%-328.1pp |
| Employer contribution / active EE | $276 | $3,221-91.4% | $2,521-89.1% | $4,763-94.2% |
| Participant deferral / active EE | $1,642 | $4,778-65.6% | $4,048-59.4% | $5,851-71.9% |
| Admin fee / account holder | $3,853 | $12,193-68.4% | $7,491-48.6% | $11,598-66.8% |