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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 | $163,044 | $209,422-22.1% | $178,503-8.7% | $158,982+2.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.77% | 188.81%-177.0pp | 151.12%-139.4pp | 302.99%-291.2pp |
| Employer contribution / active EE | $817 | $5,707-85.7% | $5,011-83.7% | $4,763-82.9% |
| Participant deferral / active EE | $4,289 | $5,955-28.0% | $5,202-17.5% | $5,983-28.3% |
| Admin fee / account holder | $5,463 | $17,079-68.0% | $13,987-60.9% | $11,252-51.4% |