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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 | $47,145 | $209,422-77.5% | $178,503-73.6% | $158,982-70.3% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 16.42% | 188.81%-172.4pp | 151.12%-134.7pp | 302.99%-286.6pp |
| Employer contribution / active EE | $832 | $5,707-85.4% | $5,011-83.4% | $4,763-82.5% |
| Participant deferral / active EE | $3,131 | $5,955-47.4% | $5,202-39.8% | $5,983-47.7% |
| Admin fee / account holder | $804 | $17,079-95.3% | $13,987-94.3% | $11,252-92.9% |