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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 | $132,210 | $87,132+51.7% | $105,624+25.2% | $80,959+63.3% |
| Participation rate | 97.4% | 70.4%+26.9pp | 75.3%+22.1pp | 67.7%+29.7pp |
| Annual return | 12.43% | 17.03%-4.6pp | 116.20%-103.8pp | 35.67%-23.2pp |
| Employer contribution / active EE | $50 | $2,397-97.9% | $3,168-98.4% | $2,757-98.2% |
| Participant deferral / active EE | $8,250 | $3,985+107.0% | $5,013+64.6% | $4,300+91.8% |
| Admin fee / account holder | $8,649 | $8,449+2.4% | $10,961-21.1% | $6,925+24.9% |