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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 | $113,375 | $102,393+10.7% | $147,041-22.9% | $80,911+40.1% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 15.58% | 134.95%-119.4pp | 419.21%-403.6pp | 35.63%-20.0pp |
| Employer contribution / active EE | $45 | $3,715-98.8% | $4,935-99.1% | $2,756-98.4% |
| Participant deferral / active EE | $11,505 | $6,647+73.1% | $8,071+42.5% | $4,297+167.7% |
| Admin fee / account holder | $3,406 | $7,943-57.1% | $13,006-73.8% | $6,935-50.9% |