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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 | $144,346 | $154,193-6.4% | $130,045+11.0% | $139,466+3.5% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 14.84% | 32.51%-17.7pp | -137.30%+152.1pp | 373.66%-358.8pp |
| Employer contribution / active EE | $408 | $5,292-92.3% | $4,321-90.6% | $4,754-91.4% |
| Participant deferral / active EE | $6,597 | $6,709-1.7% | $5,820+13.4% | $6,712-1.7% |
| Admin fee / account holder | $1,273 | $13,989-90.9% | $10,600-88.0% | $11,409-88.8% |