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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 | $112,983 | $175,259-35.5% | $149,723-24.5% | $139,487-19.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 17.95% | 166.82%-148.9pp | 134.50%-116.5pp | 373.84%-355.9pp |
| Employer contribution / active EE | $131 | $5,478-97.6% | $4,821-97.3% | $4,755-97.2% |
| Participant deferral / active EE | $9,909 | $6,522+51.9% | $5,682+74.4% | $6,713+47.6% |
| Admin fee / account holder | $841 | $16,158-94.8% | $13,215-93.6% | $11,407-92.6% |