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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 | $77,342 | $196,972-60.7% | $182,262-57.6% | $198,609-61.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.81% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $745 | $5,364-86.1% | $5,046-85.2% | $5,055-85.3% |
| Participant deferral / active EE | $22,872 | $8,643+164.6% | $8,276+176.3% | $6,977+227.8% |
| Admin fee / account holder | $10,281 | $18,429-44.2% | $16,712-38.5% | $19,030-46.0% |