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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 | $38,040 | $178,174-78.6% | $156,181-75.6% | $137,256-72.3% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 19.95% | 84.19%-64.2pp | 64.87%-44.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,068 | $4,972-78.5% | $4,294-75.1% | $4,156-74.3% |
| Participant deferral / active EE | $10,561 | $6,888+53.3% | $6,132+72.2% | $6,407+64.8% |
| Admin fee / account holder | $865 | $17,404-95.0% | $14,586-94.1% | $12,270-92.9% |