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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 | $191,722 | $127,387+50.5% | $115,038+66.7% | $125,389+52.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.08% | 31.28%-28.2pp | 26.14%-23.1pp | 282.24%-279.2pp |
| Employer contribution / active EE | $578 | $5,166-88.8% | $4,608-87.4% | $4,866-88.1% |
| Participant deferral / active EE | $6,893 | $6,423+7.3% | $6,026+14.4% | $5,352+28.8% |
| Admin fee / account holder | $3,995 | $9,516-58.0% | $8,175-51.1% | $9,541-58.1% |