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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 | $104,676 | $549,947-81.0% | $177,848-41.1% | - |
| Participation rate | 74.7% | 87.8%-13.1pp | 87.7%-13.0pp | - |
| Annual return | 20.84% | 10.27%+10.6pp | 48.33%-27.5pp | - |
| Employer contribution / active EE | $1,590 | $3,110-48.9% | $5,919-73.1% | - |
| Participant deferral / active EE | $4,752 | $4,796-0.9% | $7,714-38.4% | - |
| Admin fee / account holder | $3,815 | $57,220-93.3% | $12,431-69.3% | - |