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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 | $163,993 | $150,445+9.0% | $136,297+20.3% | $147,585+11.1% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 21.01% | 1049.14%-1028.1pp | 5156.16%-5135.1pp | 578.57%-557.6pp |
| Employer contribution / active EE | $724 | $5,256-86.2% | $4,696-84.6% | $4,876-85.2% |
| Participant deferral / active EE | $4,655 | $6,631-29.8% | $6,247-25.5% | $5,439-14.4% |
| Admin fee / account holder | $7,366 | $10,906-32.5% | $9,244-20.3% | $10,885-32.3% |