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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 | $151,046 | $80,983+86.5% | $96,544+56.5% | $75,177+100.9% |
| Participation rate | 88.6% | 71.8%+16.8pp | 76.0%+12.6pp | 67.2%+21.4pp |
| Annual return | 17.59% | 27.05%-9.5pp | 25.88%-8.3pp | 160.75%-143.2pp |
| Employer contribution / active EE | $550 | $2,282-75.9% | $2,966-81.5% | $2,671-79.4% |
| Participant deferral / active EE | $6,207 | $3,929+58.0% | $4,851+28.0% | $4,126+50.4% |
| Admin fee / account holder | $50,852 | $6,717+657.1% | $8,254+516.1% | $5,651+799.8% |