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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 | $118,710 | $107,368+10.6% | $92,915+27.8% | $152,909-22.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.88% | 145.64%-124.8pp | 109.45%-88.6pp | 345.46%-324.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,781 | $4,848+19.2% | $4,238+36.4% | $5,851-1.2% |
| Admin fee / account holder | $11,036 | $7,082+55.8% | $5,796+90.4% | $11,601-4.9% |