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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 | $142,860 | $202,342-29.4% | $172,753-17.3% | $152,909-6.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 20.80% | 1029.88%-1009.1pp | 803.00%-782.2pp | 345.46%-324.7pp |
| Employer contribution / active EE | $319 | $5,857-94.6% | $5,144-93.8% | $4,764-93.3% |
| Participant deferral / active EE | $5,372 | $5,948-9.7% | $5,198+3.3% | $5,851-8.2% |
| Admin fee / account holder | $2,615 | $17,112-84.7% | $13,956-81.3% | $11,601-77.5% |