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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 | $200,731 | $202,463-0.9% | $169,397+18.5% | $139,487+43.9% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 17.17% | 532.64%-515.5pp | 406.23%-389.1pp | 373.84%-356.7pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,376 | $6,941-37.0% | $6,223-29.7% | $6,713-34.8% |
| Admin fee / account holder | $1,906 | $10,726-82.2% | $9,017-78.9% | $11,407-83.3% |