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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 | $73,911 | $102,382-27.8% | $147,005-49.7% | $80,874-8.6% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.2%-4.7pp | 67.6%+9.8pp |
| Annual return | 16.83% | 134.89%-118.1pp | 418.76%-401.9pp | 35.62%-18.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,217 | $6,646-36.6% | $8,070-47.7% | $4,297-1.9% |
| Admin fee / account holder | $2,453 | $7,942-69.1% | $13,006-81.1% | $6,935-64.6% |