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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 | $163,978 | $136,860+19.8% | $120,344+36.3% | $154,746+6.0% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 22.26% | 21.38%+0.9pp | 20.30%+2.0pp | 172.34%-150.1pp |
| Employer contribution / active EE | $797 | $3,533-77.4% | $3,020-73.6% | $4,379-81.8% |
| Participant deferral / active EE | $9,114 | $5,793+57.3% | $5,135+77.5% | $6,730+35.4% |
| Admin fee / account holder | $82,219 | $15,393+434.1% | $12,742+545.3% | $14,365+472.3% |