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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 | $53,204 | $209,422-74.6% | $178,503-70.2% | $158,982-66.5% |
| Participation rate | 78.9% | 86.4%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 13.44% | 188.81%-175.4pp | 151.12%-137.7pp | 302.99%-289.6pp |
| Employer contribution / active EE | $9 | $5,707-99.8% | $5,011-99.8% | $4,763-99.8% |
| Participant deferral / active EE | $7,857 | $5,955+31.9% | $5,202+51.0% | $5,983+31.3% |
| Admin fee / account holder | $12,208 | $17,079-28.5% | $13,987-12.7% | $11,252+8.5% |