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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 | $116,614 | $202,345-42.4% | $172,755-32.5% | $152,885-23.7% |
| Participation rate | 92.3% | 87.1%+5.2pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 0.00% | 1029.77%-1029.8pp | 802.94%-802.9pp | 345.39%-345.4pp |
| Employer contribution / active EE | $707 | $5,858-87.9% | $5,144-86.3% | $4,763-85.2% |
| Participant deferral / active EE | $2,278 | $5,948-61.7% | $5,198-56.2% | $5,851-61.1% |
| Admin fee / account holder | $4,699 | $17,111-72.5% | $13,955-66.3% | $11,598-59.5% |