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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 | $207,281 | $160,028+29.5% | $147,080+40.9% | $145,884+42.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.89% | 98.60%-76.7pp | 420.17%-398.3pp | 551.85%-530.0pp |
| Employer contribution / active EE | $978 | $5,286-81.5% | $4,933-80.2% | $4,662-79.0% |
| Participant deferral / active EE | $7,500 | $8,422-10.9% | $8,066-7.0% | $6,690+12.1% |
| Admin fee / account holder | $4,372 | $15,030-70.9% | $12,989-66.3% | $13,392-67.4% |