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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 | $140,542 | $100,811+39.4% | $86,698+62.1% | $134,545+4.5% |
| Participation rate | 73.3% | 79.0%-5.6pp | 76.6%-3.3pp | 81.2%-7.9pp |
| Annual return | 6.41% | 29.11%-22.7pp | 35.96%-29.6pp | 418.37%-412.0pp |
| Employer contribution / active EE | $724 | $3,490-79.3% | $2,837-74.5% | $4,742-84.7% |
| Participant deferral / active EE | $7,290 | $5,339+36.5% | $4,656+56.6% | $6,401+13.9% |
| Admin fee / account holder | $4,643 | $10,926-57.5% | $7,492-38.0% | $11,431-59.4% |