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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 | $111,643 | $102,385+9.0% | $147,080-24.1% | $80,935+37.9% |
| Participation rate | 98.0% | 75.9%+22.1pp | 82.2%+15.8pp | 67.7%+30.3pp |
| Annual return | 13.33% | 135.09%-121.8pp | 420.17%-406.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $810 | $3,717-78.2% | $4,933-83.6% | $2,757-70.6% |
| Participant deferral / active EE | $9,095 | $6,651+36.7% | $8,066+12.8% | $4,299+111.5% |
| Admin fee / account holder | $1,658 | $7,951-79.2% | $12,989-87.2% | $6,924-76.1% |