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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 | $107,282 | $157,304-31.8% | $141,197-24.0% | $152,909-29.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 26.38% | 64.34%-38.0pp | 71.41%-45.0pp | 345.46%-319.1pp |
| Employer contribution / active EE | $610 | $5,263-88.4% | $4,736-87.1% | $4,764-87.2% |
| Participant deferral / active EE | $3,146 | $7,111-55.8% | $6,710-53.1% | $5,851-46.2% |
| Admin fee / account holder | $21,798 | $12,126+79.8% | $10,265+112.4% | $11,601+87.9% |