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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 | $42,071 | $172,111-75.6% | $150,298-72.0% | $137,256-69.3% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 14.31% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,699 | $6,166-7.6% | $5,453+4.5% | $6,407-11.0% |
| Admin fee / account holder | $9,381 | $16,471-43.0% | $14,116-33.5% | $12,270-23.5% |