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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 | $180,919 | $209,425-13.6% | $178,499+1.4% | $158,966+13.8% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 19.85% | 188.80%-168.9pp | 151.10%-131.3pp | 302.95%-283.1pp |
| Employer contribution / active EE | $834 | $5,707-85.4% | $5,011-83.4% | $4,762-82.5% |
| Participant deferral / active EE | $6,650 | $5,955+11.7% | $5,202+27.8% | $5,983+11.1% |
| Admin fee / account holder | $20,203 | $17,078+18.3% | $13,986+44.5% | $11,250+79.6% |