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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 | $164,144 | $96,630+69.9% | $86,605+89.5% | $139,427+17.7% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 12.44% | 106.48%-94.0pp | 591.39%-579.0pp | 373.27%-360.8pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $7,215 | $4,836+49.2% | $4,438+62.6% | $6,711+7.5% |
| Admin fee / account holder | $3,709 | $6,405-42.1% | $5,611-33.9% | $11,404-67.5% |