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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 | $74,675 | $124,314-39.9% | $109,163-31.6% | $167,518-55.4% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 29.80% | 26.04%+3.8pp | 25.75%+4.0pp | 478.71%-448.9pp |
| Employer contribution / active EE | $630 | $4,209-85.0% | $3,723-83.1% | $4,838-87.0% |
| Participant deferral / active EE | $2,574 | $5,256-51.0% | $4,654-44.7% | $6,342-59.4% |
| Admin fee / account holder | $8,989 | $7,973+12.7% | $6,754+33.1% | $12,312-27.0% |