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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 | $176,380 | $108,911+61.9% | $100,392+75.7% | $145,884+20.9% |
| Participation rate | 70.6% | 83.0%-12.4pp | 81.5%-10.9pp | 80.3%-9.7pp |
| Annual return | 11.65% | 58.23%-46.6pp | 49.45%-37.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,080 | $8,459+7.3% | $8,090+12.2% | $6,690+35.7% |
| Admin fee / account holder | $42,783 | $9,698+341.1% | $7,904+441.3% | $13,392+219.5% |