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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 | $115,068 | $299,959-61.6% | $185,851-38.1% | - |
| Participation rate | 74.7% | 61.2%+13.5pp | 81.7%-7.0pp | - |
| Annual return | 15.72% | 9.80%+5.9pp | 122.11%-106.4pp | - |
| Employer contribution / active EE | $2,024 | $1,731+16.9% | $5,168-60.8% | - |
| Participant deferral / active EE | $4,642 | $2,385+94.6% | $5,569-16.6% | - |
| Admin fee / account holder | $1,655 | $47,864-96.5% | $16,245-89.8% | - |