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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 | $157,543 | $124,314+26.7% | $109,163+44.3% | $167,518-6.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.31% | 26.04%-8.7pp | 25.75%-8.4pp | 478.71%-461.4pp |
| Employer contribution / active EE | $679 | $4,209-83.9% | $3,723-81.8% | $4,838-86.0% |
| Participant deferral / active EE | $7,097 | $5,256+35.0% | $4,654+52.5% | $6,342+11.9% |
| Admin fee / account holder | $6,213 | $7,973-22.1% | $6,754-8.0% | $12,312-49.5% |