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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 | $211,239+0.1% | $178,528+18.5% | $145,877+45.0% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 9.36% | 30.22%-20.9pp | 27.11%-17.7pp | 551.28%-541.9pp |
| Employer contribution / active EE | $345 | $4,570-92.5% | $3,950-91.3% | $4,663-92.6% |
| Participant deferral / active EE | $2,810 | $6,963-59.6% | $6,278-55.2% | $6,691-58.0% |
| Admin fee / account holder | $4,207 | $12,095-65.2% | $10,419-59.6% | $13,402-68.6% |