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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 | $180,252 | $105,200+71.3% | $159,474+13.0% | $85,847+110.0% |
| Participation rate | 75.8% | 75.8%0pp | 82.8%-7.1pp | 69.3%+6.4pp |
| Annual return | 14.35% | 45.08%-30.7pp | 263.68%-249.3pp | 318.61%-304.3pp |
| Employer contribution / active EE | $623 | $3,319-81.2% | $4,831-87.1% | $2,565-75.7% |
| Participant deferral / active EE | $6,844 | $5,946+15.1% | $7,353-6.9% | $3,952+73.2% |
| Admin fee / account holder | $575 | $6,934-91.7% | $10,802-94.7% | $6,261-90.8% |