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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 | $31,046 | $217,427-85.7% | $185,837-83.3% | $167,518-81.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.55% | 148.39%-137.8pp | 122.08%-111.5pp | 478.71%-468.2pp |
| Employer contribution / active EE | $988 | $5,874-83.2% | $5,168-80.9% | $4,838-79.6% |
| Participant deferral / active EE | $4,622 | $6,357-27.3% | $5,568-17.0% | $6,342-27.1% |
| Admin fee / account holder | $691 | $19,816-96.5% | $16,241-95.7% | $12,312-94.4% |