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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 | $107,942 | $117,846-8.4% | $102,434+5.4% | $145,884-26.0% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 13.17% | 31.90%-18.7pp | 29.46%-16.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $386 | $3,615-89.3% | $3,023-87.2% | $4,662-91.7% |
| Participant deferral / active EE | $5,338 | $5,733-6.9% | $5,055+5.6% | $6,690-20.2% |
| Admin fee / account holder | $7,120 | $13,356-46.7% | $9,462-24.8% | $13,392-46.8% |