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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 | $247,646 | $162,821+52.1% | $133,978+84.8% | $158,982+55.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.37% | 41.95%-28.6pp | 45.10%-31.7pp | 302.99%-289.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,881 | $5,910+33.3% | $5,047+56.1% | $5,983+31.7% |
| Admin fee / account holder | $8,920 | $11,742-24.0% | $8,930-0.1% | $11,252-20.7% |