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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 | $77,981 | $104,953-25.7% | $84,637-7.9% | $152,909-49.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.24% | 373.94%-355.7pp | 258.82%-240.6pp | 345.46%-327.2pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,518 | $4,691-3.7% | $3,900+15.8% | $5,851-22.8% |
| Admin fee / account holder | $7,069 | $6,244+13.2% | $4,914+43.8% | $11,601-39.1% |