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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 | $248,662 | $96,678+157.2% | $86,640+187.0% | $139,466+78.3% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 13.25% | 106.69%-93.4pp | 592.52%-579.3pp | 373.66%-360.4pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,667 | $4,837+161.9% | $4,438+185.4% | $6,712+88.7% |
| Admin fee / account holder | $2,240 | $6,410-65.1% | $5,616-60.1% | $11,409-80.4% |