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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 | $97,817 | $150,346-34.9% | $120,524-18.8% | $145,877-32.9% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 11.53% | 154.40%-142.9pp | 107.36%-95.8pp | 551.28%-539.8pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,562 | $6,172-58.5% | $4,994-48.7% | $6,691-61.7% |
| Admin fee / account holder | $7,777 | $12,215-36.3% | $9,440-17.6% | $13,402-42.0% |