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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 | $101,468 | $107,363-5.5% | $92,909+9.2% | $152,897-33.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 24.32% | 145.63%-121.3pp | 109.44%-85.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $481 | $4,222-88.6% | $3,653-86.8% | $4,764-89.9% |
| Participant deferral / active EE | $3,665 | $4,848-24.4% | $4,238-13.5% | $5,851-37.4% |
| Admin fee / account holder | $751 | $7,082-89.4% | $5,795-87.0% | $11,599-93.5% |