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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 | $65,271 | $209,847-68.9% | $189,520-65.6% | $167,518-61.0% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 12.28% | 748.45%-736.2pp | 555.25%-543.0pp | 478.71%-466.4pp |
| Employer contribution / active EE | $1,088 | $6,913-84.3% | $6,161-82.3% | $4,838-77.5% |
| Participant deferral / active EE | $8,947 | $8,934+0.1% | $8,220+8.8% | $6,342+41.1% |
| Admin fee / account holder | $38,854 | $14,295+171.8% | $12,046+222.5% | $12,312+215.6% |