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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 | $34,112 | $83,843-59.3% | $123,973-72.5% | $65,306-47.8% |
| Participation rate | 91.2% | 56.0%+35.3pp | 76.7%+14.6pp | 57.7%+33.6pp |
| Annual return | 14.12% | 19.87%-5.8pp | 388.13%-374.0pp | 21.94%-7.8pp |
| Employer contribution / active EE | $400 | $2,873-86.1% | $4,126-90.3% | $1,967-79.6% |
| Participant deferral / active EE | $2,758 | $2,997-8.0% | $5,247-47.4% | $2,959-6.8% |
| Admin fee / account holder | $1,258 | $4,735-73.4% | $11,799-89.3% | $3,480-63.9% |