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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 | $24,096 | $165,399-85.4% | $149,745-83.9% | $158,982-84.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 14.75% | 348.34%-333.6pp | 276.72%-262.0pp | 302.99%-288.2pp |
| Employer contribution / active EE | $417 | $5,105-91.8% | $4,646-91.0% | $4,763-91.3% |
| Participant deferral / active EE | $2,523 | $7,183-64.9% | $6,843-63.1% | $5,983-57.8% |
| Admin fee / account holder | $450 | $10,811-95.8% | $9,312-95.2% | $11,252-96.0% |