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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 | $139,325 | $160,070-13.0% | $147,117-5.3% | $145,897-4.5% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 13.01% | 98.69%-85.7pp | 420.54%-407.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $907 | $5,285-82.8% | $4,932-81.6% | $4,663-80.5% |
| Participant deferral / active EE | $6,498 | $8,419-22.8% | $8,065-19.4% | $6,689-2.9% |
| Admin fee / account holder | $21,984 | $15,035+46.2% | $12,993+69.2% | $13,390+64.2% |