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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 | $106,858 | $154,228-30.7% | $145,433-26.5% | $137,256-22.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 119.88% | 74.59%+45.3pp | 66.58%+53.3pp | 220.34%-100.5pp |
| Employer contribution / active EE | $254 | $4,804-94.7% | $4,554-94.4% | $4,156-93.9% |
| Participant deferral / active EE | $8,057 | $8,216-1.9% | $7,897+2.0% | $6,407+25.8% |
| Admin fee / account holder | $881 | $14,344-93.9% | $13,129-93.3% | $12,270-92.8% |