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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 | $122,909 | $183,592-33.1% | $155,574-21.0% | $145,877-15.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 32.58% | 61.37%-28.8pp | 64.87%-32.3pp | 551.28%-518.7pp |
| Employer contribution / active EE | $252 | $5,317-95.3% | $4,676-94.6% | $4,663-94.6% |
| Participant deferral / active EE | $6,217 | $6,466-3.8% | $5,629+10.4% | $6,691-7.1% |
| Admin fee / account holder | $1,112 | $19,316-94.2% | $15,914-93.0% | $13,402-91.7% |