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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 | $82,449 | $102,422-19.5% | $147,117-44.0% | $80,959+1.8% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 16.11% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $468 | $3,717-87.4% | $4,932-90.5% | $2,757-83.0% |
| Participant deferral / active EE | $5,690 | $6,652-14.5% | $8,065-29.4% | $4,300+32.3% |
| Admin fee / account holder | $1,796 | $7,953-77.4% | $12,993-86.2% | $6,925-74.1% |