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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 | $123,065 | $309,303-60.2% | $60,488+103.5% | $309,303-60.2% |
| Participation rate | 100.0% | 96.2%+3.8pp | 100.0%0pp | 96.2%+3.8pp |
| Annual return | 8.94% | 6.50%+2.4pp | 13.73%-4.8pp | 6.50%+2.4pp |
| Employer contribution / active EE | $2,507 | $25,613-90.2% | $24,041-89.6% | $25,613-90.2% |
| Participant deferral / active EE | $7,526 | $6,481+16.1% | $3,704+103.2% | $6,481+16.1% |
| Admin fee / account holder | $1,093 | $31,748-96.6% | $4,776-77.1% | $31,748-96.6% |