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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 | $87,567 | $159,978-45.3% | $147,041-40.4% | $145,978-40.0% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 18.52% | 98.36%-79.8pp | 419.21%-400.7pp | 550.52%-532.0pp |
| Employer contribution / active EE | $814 | $5,288-84.6% | $4,935-83.5% | $4,662-82.5% |
| Participant deferral / active EE | $5,004 | $8,429-40.6% | $8,071-38.0% | $6,690-25.2% |
| Admin fee / account holder | $737 | $15,053-95.1% | $13,006-94.3% | $13,400-94.5% |