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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 | $80,955 | $176,838-54.2% | $146,685-44.8% | $167,518-51.7% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 35.91% | 24.04%+11.9pp | 22.75%+13.2pp | 478.71%-442.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $14,711 | $6,441+128.4% | $5,507+167.1% | $6,342+132.0% |
| Admin fee / account holder | $3,599 | $13,262-72.9% | $10,281-65.0% | $12,312-70.8% |