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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 | $72,385 | $181,062-60.0% | $158,223-54.3% | $155,188-53.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.23% | 57.39%-34.2pp | 52.09%-28.9pp | 148.84%-125.6pp |
| Employer contribution / active EE | $429 | $4,565-90.6% | $4,109-89.6% | $4,248-89.9% |
| Participant deferral / active EE | $12,075 | $6,134+96.8% | $5,467+120.9% | $6,531+84.9% |
| Admin fee / account holder | $1,656 | $18,825-91.2% | $16,047-89.7% | $14,480-88.6% |