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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 | $47,404 | $209,422-77.4% | $178,503-73.4% | $158,982-70.2% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 12.13% | 188.81%-176.7pp | 151.12%-139.0pp | 302.99%-290.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,036 | $5,955-15.4% | $5,202-3.2% | $5,983-15.8% |
| Admin fee / account holder | $744 | $17,079-95.6% | $13,987-94.7% | $11,252-93.4% |