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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 | $239,132 | $85,171+180.8% | $172,753+38.4% | $72,976+227.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.11% | 27.32%-2.2pp | 803.00%-777.9pp | 81.02%-55.9pp |
| Employer contribution / active EE | -$1,363 | $3,324-141.0% | $5,144-126.5% | $2,440-155.8% |
| Participant deferral / active EE | $6,229 | $3,260+91.1% | $5,198+19.8% | $3,608+72.6% |
| Admin fee / account holder | $86,620 | $5,880+1373.0% | $13,956+520.7% | $5,124+1590.4% |