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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 | $69,352 | $150,447-53.9% | $136,298-49.1% | $147,586-53.0% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 19.50% | 1049.15%-1029.7pp | 5156.27%-5136.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13,925 | $6,631+110.0% | $6,247+122.9% | $5,439+156.0% |
| Admin fee / account holder | $1,712 | $10,906-84.3% | $9,244-81.5% | $10,886-84.3% |