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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 | $71,985 | $148,629-51.6% | $135,982-47.1% | $139,487-48.4% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 26.42% | 79.33%-52.9pp | 68.32%-41.9pp | 373.84%-347.4pp |
| Employer contribution / active EE | $761 | $5,247-85.5% | $4,859-84.3% | $4,755-84.0% |
| Participant deferral / active EE | $7,494 | $8,102-7.5% | $7,760-3.4% | $6,713+11.6% |
| Admin fee / account holder | $6,385 | $12,406-48.5% | $10,767-40.7% | $11,407-44.0% |