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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 | $94,536 | $154,228-38.7% | $145,433-35.0% | $137,256-31.1% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 15.03% | 74.59%-59.6pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $770 | $4,804-84.0% | $4,554-83.1% | $4,156-81.5% |
| Participant deferral / active EE | $7,807 | $8,216-5.0% | $7,897-1.1% | $6,407+21.9% |
| Admin fee / account holder | $4,227 | $14,344-70.5% | $13,129-67.8% | $12,270-65.6% |