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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 | $127,682 | $198,457-35.7% | $170,435-25.1% | $147,586-13.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 17.34% | 257.30%-240.0pp | 205.94%-188.6pp | 578.59%-561.2pp |
| Employer contribution / active EE | $760 | $6,183-87.7% | $5,432-86.0% | $4,876-84.4% |
| Participant deferral / active EE | $3,879 | $5,629-31.1% | $4,939-21.5% | $5,439-28.7% |
| Admin fee / account holder | $2,948 | $16,852-82.5% | $13,881-78.8% | $10,886-72.9% |