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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 | $182,315 | $102,422+78.0% | $147,117+23.9% | $80,959+125.2% |
| Participation rate | 70.5% | 75.9%-5.4pp | 82.2%-11.7pp | 67.7%+2.8pp |
| Annual return | 18.65% | 135.16%-116.5pp | 420.54%-401.9pp | 35.67%-17.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,753 | $6,652+61.6% | $8,065+33.3% | $4,300+150.0% |
| Admin fee / account holder | $3,745 | $7,953-52.9% | $12,993-71.2% | $6,925-45.9% |