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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 | $139,386 | $58,391+138.7% | $76,657+81.8% | $72,975+91.0% |
| Participation rate | 82.4% | 67.4%+15.0pp | 72.1%+10.3pp | 69.5%+12.9pp |
| Annual return | 20.28% | 2306.65%-2286.4pp | 1166.74%-1146.5pp | 81.01%-60.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,376 | $2,690-11.7% | $3,335-28.8% | $3,608-34.2% |
| Admin fee / account holder | $5,724 | $4,014+42.6% | $6,423-10.9% | $5,124+11.7% |