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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 | $99,284 | $99,009+0.3% | $86,581+14.7% | $147,585-32.7% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | 19.74% | 1312.70%-1293.0pp | 965.06%-945.3pp | 578.58%-558.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,710 | $3,972+43.7% | $3,609+58.2% | $5,439+5.0% |
| Admin fee / account holder | $2,386 | $5,709-58.2% | $4,904-51.3% | $10,886-78.1% |