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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 | $40,542 | $178,174-77.2% | $156,181-74.0% | $137,256-70.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.67% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $718 | $4,972-85.6% | $4,294-83.3% | $4,156-82.7% |
| Participant deferral / active EE | $11,241 | $6,888+63.2% | $6,132+83.3% | $6,407+75.5% |
| Admin fee / account holder | $1,796 | $17,404-89.7% | $14,586-87.7% | $12,270-85.4% |