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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 | $50,983 | $159,978-68.1% | $147,041-65.3% | $145,978-65.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 98.36%-84.3pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $895 | $5,288-83.1% | $4,935-81.9% | $4,662-80.8% |
| Participant deferral / active EE | $5,852 | $8,429-30.6% | $8,071-27.5% | $6,690-12.5% |
| Admin fee / account holder | $15,662 | $15,053+4.0% | $13,006+20.4% | $13,400+16.9% |