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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 | $234,068 | $98,760+137.0% | $149,715+56.3% | $79,858+193.1% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.5%+7.0pp | 69.6%+19.8pp |
| Annual return | 27.71% | 27.43%+0.3pp | 276.66%-248.9pp | 31.72%-4.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,435 | $5,681+30.9% | $6,842+8.7% | $3,740+98.8% |
| Admin fee / account holder | $4,778 | $6,053-21.1% | $9,310-48.7% | $5,306-9.9% |