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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 | $60,308 | $217,432-72.3% | $185,849-67.6% | $167,536-64.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.23% | 148.42%-134.2pp | 122.10%-107.9pp | 478.82%-464.6pp |
| Employer contribution / active EE | $1,205 | $5,875-79.5% | $5,169-76.7% | $4,839-75.1% |
| Participant deferral / active EE | $6,275 | $6,357-1.3% | $5,569+12.7% | $6,342-1.1% |
| Admin fee / account holder | $1,237 | $19,818-93.8% | $16,244-92.4% | $12,315-90.0% |