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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 | $126,520 | $101,795+24.3% | $165,100-23.4% | $80,959+56.3% |
| Participation rate | 76.3% | 71.8%+4.5pp | 78.6%-2.3pp | 67.7%+8.6pp |
| Annual return | 12.36% | 16.73%-4.4pp | 70.21%-57.9pp | 35.67%-23.3pp |
| Employer contribution / active EE | $797 | $2,954-73.0% | $4,348-81.7% | $2,757-71.1% |
| Participant deferral / active EE | $6,118 | $4,476+36.7% | $6,035+1.4% | $4,300+42.3% |
| Admin fee / account holder | $31,107 | $8,221+278.4% | $12,696+145.0% | $6,925+349.2% |