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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 | $41,989 | $138,078-69.6% | $125,363-66.5% | $134,509-68.8% |
| Participation rate | 81.0% | 84.5%-3.5pp | 82.4%-1.4pp | 81.2%-0.3pp |
| Annual return | 876.91% | 750.49%+126.4pp | 572.15%+304.8pp | 418.13%+458.8pp |
| Employer contribution / active EE | $392 | $5,245-92.5% | $4,815-91.8% | $4,741-91.7% |
| Participant deferral / active EE | $4,579 | $7,800-41.3% | $7,447-38.5% | $6,400-28.5% |
| Admin fee / account holder | $1,207 | $11,566-89.6% | $10,005-87.9% | $11,427-89.4% |