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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 | $170,597 | $227,399-25.0% | $189,758-10.1% | $198,609-14.1% |
| Participation rate | 77.3% | 84.0%-6.7pp | 79.8%-2.5pp | 82.4%-5.1pp |
| Annual return | 14.25% | 61.03%-46.8pp | 52.62%-38.4pp | 202.70%-188.4pp |
| Employer contribution / active EE | $1,497 | $5,526-72.9% | $4,767-68.6% | $5,055-70.4% |
| Participant deferral / active EE | $6,491 | $6,837-5.1% | $5,856+10.9% | $6,977-7.0% |
| Admin fee / account holder | $4,212 | $25,162-83.3% | $20,388-79.3% | $19,030-77.9% |