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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 | $236,373 | $217,432+8.7% | $185,851+27.2% | $167,553+41.1% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 14.93% | 148.43%-133.5pp | 122.11%-107.2pp | 478.89%-464.0pp |
| Employer contribution / active EE | $816 | $5,874-86.1% | $5,168-84.2% | $4,840-83.1% |
| Participant deferral / active EE | $2,464 | $6,357-61.2% | $5,569-55.7% | $6,343-61.2% |
| Admin fee / account holder | $8,600 | $19,820-56.6% | $16,245-47.1% | $12,316-30.2% |