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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 | $36,277 | $201,372-82.0% | $184,260-80.3% | $145,884-75.1% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 23.55% | 29.04%-5.5pp | 28.84%-5.3pp | 551.85%-528.3pp |
| Employer contribution / active EE | $1,219 | $7,024-82.6% | $6,427-81.0% | $4,662-73.9% |
| Participant deferral / active EE | $11,716 | $9,808+19.5% | $9,133+28.3% | $6,690+75.1% |
| Admin fee / account holder | $3,662 | $16,362-77.6% | $13,898-73.6% | $13,392-72.7% |