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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 | $108,952 | $180,028-39.5% | $138,135-21.1% | $158,982-31.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 7.50% | 21.68%-14.2pp | 20.51%-13.0pp | 302.99%-295.5pp |
| Employer contribution / active EE | $933 | $7,470-87.5% | $5,587-83.3% | $4,763-80.4% |
| Participant deferral / active EE | $6,901 | $7,717-10.6% | $6,431+7.3% | $5,983+15.3% |
| Admin fee / account holder | $42,476 | $17,912+137.1% | $11,856+258.3% | $11,252+277.5% |