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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 | $20,730 | $155,555-86.7% | $146,866-85.9% | $155,188-86.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 14.60% | 115.41%-100.8pp | 102.85%-88.3pp | 148.84%-134.2pp |
| Employer contribution / active EE | $120 | $4,647-97.4% | $4,425-97.3% | $4,248-97.2% |
| Participant deferral / active EE | $3,984 | $8,044-50.5% | $7,759-48.7% | $6,531-39.0% |
| Admin fee / account holder | $613 | $14,755-95.8% | $13,620-95.5% | $14,480-95.8% |