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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 | $208,509 | $154,228+35.2% | $145,433+43.4% | $137,256+51.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.67% | 74.59%-49.9pp | 66.58%-41.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $43 | $4,804-99.1% | $4,554-99.1% | $4,156-99.0% |
| Participant deferral / active EE | $7,034 | $8,216-14.4% | $7,897-10.9% | $6,407+9.8% |
| Admin fee / account holder | $1,397 | $14,344-90.3% | $13,129-89.4% | $12,270-88.6% |