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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 | $185,535 | $91,559+102.6% | $133,971+38.5% | $79,852+132.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.87% | 61.85%-49.0pp | 45.09%-32.2pp | 31.72%-18.8pp |
| Employer contribution / active EE | $501 | $2,384-79.0% | $3,919-87.2% | $2,471-79.7% |
| Participant deferral / active EE | $7,924 | $3,734+112.2% | $5,047+57.0% | $3,740+111.9% |
| Admin fee / account holder | $7,395 | $6,321+17.0% | $8,929-17.2% | $5,306+39.4% |