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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 | $32,040 | $154,228-79.2% | $145,433-78.0% | $137,256-76.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 58.85% | 74.59%-15.7pp | 66.58%-7.7pp | 220.34%-161.5pp |
| Employer contribution / active EE | $742 | $4,804-84.6% | $4,554-83.7% | $4,156-82.2% |
| Participant deferral / active EE | $6,674 | $8,216-18.8% | $7,897-15.5% | $6,407+4.2% |
| Admin fee / account holder | $15,559 | $14,344+8.5% | $13,129+18.5% | $12,270+26.8% |