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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 | $182,148 | $174,379+4.5% | $152,093+19.8% | $138,895+31.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.75% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $751 | $4,652-83.9% | $4,175-82.0% | $4,194-82.1% |
| Participant deferral / active EE | $4,590 | $6,159-25.5% | $5,451-15.8% | $6,396-28.2% |
| Admin fee / account holder | $3,475 | $16,880-79.4% | $14,497-76.0% | $12,562-72.3% |