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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 | $73,894 | $185,905-60.3% | $170,057-56.5% | $139,487-47.0% |
| Participation rate | 89.5% | 87.8%+1.7pp | 87.0%+2.5pp | 80.3%+9.1pp |
| Annual return | 17.41% | 60.56%-43.2pp | 53.42%-36.0pp | 373.84%-356.4pp |
| Employer contribution / active EE | $239 | $7,597-96.9% | $6,790-96.5% | $4,755-95.0% |
| Participant deferral / active EE | $5,396 | $11,627-53.6% | $10,411-48.2% | $6,713-19.6% |
| Admin fee / account holder | $1,697 | $15,397-89.0% | $12,826-86.8% | $11,407-85.1% |