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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 | $203,555 | $126,661+60.7% | $113,397+79.5% | $138,895+46.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 10.41% | 25.05%-14.6pp | 23.20%-12.8pp | 145.39%-135.0pp |
| Employer contribution / active EE | $814 | $3,456-76.4% | $2,977-72.6% | $4,194-80.6% |
| Participant deferral / active EE | $11,230 | $5,693+97.3% | $5,076+121.2% | $6,396+75.6% |
| Admin fee / account holder | $45,838 | $14,549+215.0% | $11,957+283.4% | $12,562+264.9% |