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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 | $34,228 | $134,817-74.6% | $123,973-72.4% | $155,188-77.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 18.41% | 515.49%-497.1pp | 388.13%-369.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $488 | $4,425-89.0% | $4,126-88.2% | $4,248-88.5% |
| Participant deferral / active EE | $2,166 | $5,706-62.0% | $5,247-58.7% | $6,531-66.8% |
| Admin fee / account holder | $4,576 | $13,245-65.4% | $11,799-61.2% | $14,480-68.4% |