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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 | $213,259 | $183,592+16.2% | $155,567+37.1% | $145,959+46.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.86% | 61.24%-47.4pp | 64.74%-50.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $1,009 | $5,315-81.0% | $4,674-78.4% | $4,661-78.3% |
| Participant deferral / active EE | $2,378 | $6,464-63.2% | $5,628-57.7% | $6,689-64.4% |
| Admin fee / account holder | $392 | $19,318-98.0% | $15,916-97.5% | $13,398-97.1% |