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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 | $102,385+78.1% | $147,080+24.0% | $80,935+125.3% |
| Participation rate | 70.5% | 75.9%-5.4pp | 82.2%-11.7pp | 67.7%+2.9pp |
| Annual return | 18.65% | 135.09%-116.4pp | 420.17%-401.5pp | 35.66%-17.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,753 | $6,651+61.7% | $8,066+33.3% | $4,299+150.1% |
| Admin fee / account holder | $3,745 | $7,951-52.9% | $12,989-71.2% | $6,924-45.9% |