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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 | $95,143 | $63,346+50.2% | $92,240+3.1% | $70,126+35.7% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 17.90% | 530.19%-512.3pp | 176.29%-158.4pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,914 | $2,854+37.2% | $3,897+0.4% | $3,332+17.5% |
| Admin fee / account holder | $13,810 | $3,841+259.6% | $5,194+165.9% | $4,645+197.3% |