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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 | $80,415 | $201,372-60.1% | $184,260-56.4% | $145,884-44.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.96% | 29.04%-16.1pp | 28.84%-15.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,147 | $7,024-83.7% | $6,427-82.2% | $4,662-75.4% |
| Participant deferral / active EE | $11,111 | $9,808+13.3% | $9,133+21.7% | $6,690+66.1% |
| Admin fee / account holder | $6,134 | $16,362-62.5% | $13,898-55.9% | $13,392-54.2% |