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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 | $206,359 | $110,307+87.1% | $96,576+113.7% | $139,456+48.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.73% | 26.40%-12.7pp | 25.87%-12.1pp | 373.45%-359.7pp |
| Employer contribution / active EE | $780 | $3,619-78.4% | $2,965-73.7% | $4,753-83.6% |
| Participant deferral / active EE | $2,117 | $5,547-61.8% | $4,851-56.4% | $6,711-68.5% |
| Admin fee / account holder | $4,205 | $11,597-63.7% | $8,253-49.1% | $11,407-63.1% |