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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 | $147,308 | $144,130+2.2% | $117,861+25.0% | $147,586-0.2% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 16.12% | 531.20%-515.1pp | 335.11%-319.0pp | 578.59%-562.5pp |
| Employer contribution / active EE | $354 | $4,897-92.8% | $3,786-90.6% | $4,876-92.7% |
| Participant deferral / active EE | $5,866 | $5,316+10.3% | $4,482+30.9% | $5,439+7.9% |
| Admin fee / account holder | $367 | $10,887-96.6% | $8,021-95.4% | $10,886-96.6% |