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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 | $192,159 | $82,028+134.3% | $123,105+56.1% | $59,633+222.2% |
| Participation rate | 96.8% | 83.2%+13.6pp | 86.8%+10.0pp | 68.7%+28.1pp |
| Annual return | 2.10% | 5.12%-3.0pp | 13.22%-11.1pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $348 | $3,297-89.4% | $5,151-93.2% | $2,203-84.2% |
| Participant deferral / active EE | $5,506 | $4,667+18.0% | $6,229-11.6% | $3,192+72.5% |
| Admin fee / account holder | $14,403 | $5,879+145.0% | $9,014+59.8% | $4,297+235.2% |