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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 | $179,946 | $157,276+14.4% | $141,177+27.5% | $152,885+17.7% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.5%+3.9pp |
| Annual return | 23.38% | 64.33%-41.0pp | 71.40%-48.0pp | 345.39%-322.0pp |
| Employer contribution / active EE | $599 | $5,262-88.6% | $4,736-87.4% | $4,763-87.4% |
| Participant deferral / active EE | $9,736 | $7,110+36.9% | $6,710+45.1% | $5,851+66.4% |
| Admin fee / account holder | $20,841 | $12,123+71.9% | $10,263+103.1% | $11,598+79.7% |