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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 | $34,119 | $162,136-79.0% | $152,301-77.6% | $154,746-78.0% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 16.65% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $536 | $4,890-89.0% | $4,624-88.4% | $4,379-87.8% |
| Participant deferral / active EE | $3,573 | $8,341-57.2% | $8,004-55.4% | $6,730-46.9% |
| Admin fee / account holder | $1,058 | $15,759-93.3% | $14,398-92.6% | $14,365-92.6% |