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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 | $180,873 | $114,119+58.5% | $107,187+68.7% | $138,895+30.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.23% | 273.21%-259.0pp | 204.55%-190.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $138 | $4,059-96.6% | $3,782-96.3% | $4,194-96.7% |
| Participant deferral / active EE | $9,190 | $5,538+66.0% | $5,096+80.3% | $6,396+43.7% |
| Admin fee / account holder | $697 | $10,024-93.0% | $9,162-92.4% | $12,562-94.4% |