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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 | $94,812 | $71,192+33.2% | $117,861-19.6% | $62,293+52.2% |
| Participation rate | 93.5% | 74.2%+19.3pp | 79.7%+13.9pp | 69.5%+24.0pp |
| Annual return | 20.53% | 18.66%+1.9pp | 335.11%-314.6pp | 28.90%-8.4pp |
| Employer contribution / active EE | $136 | $1,934-93.0% | $3,786-96.4% | $2,042-93.3% |
| Participant deferral / active EE | $3,387 | $3,189+6.2% | $4,482-24.4% | $3,169+6.9% |
| Admin fee / account holder | $5,460 | $587+829.7% | $8,021-31.9% | $479+1039.0% |