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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 | $206,938 | $109,359+89.2% | $162,185+27.6% | $72,976+183.6% |
| Participation rate | 81.6% | 84.3%-2.7pp | 87.6%-6.0pp | 69.5%+12.1pp |
| Annual return | 23.11% | 25.46%-2.4pp | 115.61%-92.5pp | 81.02%-57.9pp |
| Employer contribution / active EE | $272 | $3,907-93.0% | $5,613-95.1% | $2,440-88.8% |
| Participant deferral / active EE | $15,317 | $5,481+179.4% | $7,297+109.9% | $3,608+324.6% |
| Admin fee / account holder | $10,828 | $7,972+35.8% | $10,844-0.1% | $5,124+111.3% |