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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 | $211,938 | $198,457+6.8% | $170,435+24.4% | $147,586+43.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.81% | 257.30%-237.5pp | 205.94%-186.1pp | 578.59%-558.8pp |
| Employer contribution / active EE | $732 | $6,183-88.2% | $5,432-86.5% | $4,876-85.0% |
| Participant deferral / active EE | $3,288 | $5,629-41.6% | $4,939-33.4% | $5,439-39.5% |
| Admin fee / account holder | $6,508 | $16,852-61.4% | $13,881-53.1% | $10,886-40.2% |