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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 | $95,578 | $198,457-51.8% | $170,435-43.9% | $147,586-35.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.28% | 257.30%-239.0pp | 205.94%-187.7pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,259 | $6,183-79.6% | $5,432-76.8% | $4,876-74.2% |
| Participant deferral / active EE | $4,727 | $5,629-16.0% | $4,939-4.3% | $5,439-13.1% |
| Admin fee / account holder | $613 | $16,852-96.4% | $13,881-95.6% | $10,886-94.4% |