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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 | $57,281 | $185,856-69.2% | $170,028-66.3% | $139,456-58.9% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 14.32% | 60.52%-46.2pp | 53.39%-39.1pp | 373.45%-359.1pp |
| Employer contribution / active EE | $868 | $7,593-88.6% | $6,788-87.2% | $4,753-81.7% |
| Participant deferral / active EE | $9,439 | $11,623-18.8% | $10,409-9.3% | $6,711+40.6% |
| Admin fee / account holder | $492 | $15,387-96.8% | $12,820-96.2% | $11,407-95.7% |