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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 | $105,855 | $94,529+12.0% | $140,019-24.4% | $64,173+65.0% |
| Participation rate | 87.8% | 84.1%+3.7pp | 87.5%+0.3pp | 69.6%+18.2pp |
| Annual return | -5.70% | 7.77%-13.5pp | 651.17%-656.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $881 | $3,812-76.9% | $5,605-84.3% | $2,381-63.0% |
| Participant deferral / active EE | $6,655 | $5,250+26.8% | $6,927-3.9% | $3,470+91.8% |
| Admin fee / account holder | $7,516 | $6,741+11.5% | $10,705-29.8% | $4,887+53.8% |