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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 | $26,238 | $148,629-82.3% | $135,982-80.7% | $139,487-81.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 19.72% | 79.33%-59.6pp | 68.32%-48.6pp | 373.84%-354.1pp |
| Employer contribution / active EE | $707 | $5,247-86.5% | $4,859-85.4% | $4,755-85.1% |
| Participant deferral / active EE | $6,663 | $8,102-17.8% | $7,760-14.1% | $6,713-0.7% |
| Admin fee / account holder | $384 | $12,406-96.9% | $10,767-96.4% | $11,407-96.6% |