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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 | $120,574 | $198,462-39.2% | $170,439-29.3% | $147,585-18.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 11.66% | 257.30%-245.6pp | 205.94%-194.3pp | 578.58%-566.9pp |
| Employer contribution / active EE | $978 | $6,184-84.2% | $5,433-82.0% | $4,876-79.9% |
| Participant deferral / active EE | $5,238 | $5,629-7.0% | $4,939+6.0% | $5,439-3.7% |
| Admin fee / account holder | $4,857 | $16,852-71.2% | $13,881-65.0% | $10,886-55.4% |