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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 | $211,529 | $211,224+0.1% | $178,505+18.5% | $145,897+45.0% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 9.36% | 30.28%-20.9pp | 27.16%-17.8pp | 552.29%-542.9pp |
| Employer contribution / active EE | $345 | $4,577-92.5% | $3,955-91.3% | $4,663-92.6% |
| Participant deferral / active EE | $2,810 | $6,966-59.7% | $6,280-55.3% | $6,689-58.0% |
| Admin fee / account holder | $4,207 | $12,109-65.3% | $10,428-59.7% | $13,390-68.6% |