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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 | $142,272 | $72,071+97.4% | $68,368+108.1% | $137,256+3.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 16.50% | 353.14%-336.6pp | 292.57%-276.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $316 | $2,788-88.7% | $2,649-88.1% | $4,156-92.4% |
| Participant deferral / active EE | $5,682 | $4,410+28.8% | $4,123+37.8% | $6,407-11.3% |
| Admin fee / account holder | $17,831 | $5,336+234.2% | $5,150+246.2% | $12,270+45.3% |