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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 | $143,409 | $101,763+40.9% | $164,866-13.0% | $80,874+77.3% |
| Participation rate | 90.6% | 71.8%+18.8pp | 78.6%+12.0pp | 67.6%+23.0pp |
| Annual return | 15.37% | 16.73%-1.4pp | 69.97%-54.6pp | 35.62%-20.3pp |
| Employer contribution / active EE | $26 | $2,954-99.1% | $4,343-99.4% | $2,756-99.1% |
| Participant deferral / active EE | $6,322 | $4,477+41.2% | $6,033+4.8% | $4,297+47.1% |
| Admin fee / account holder | $13,568 | $8,228+64.9% | $12,689+6.9% | $6,935+95.6% |