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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 | $242,835 | $108,942+122.9% | $100,415+141.8% | $145,897+66.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.81% | 58.27%-41.5pp | 49.47%-32.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,667 | $8,461-9.4% | $8,091-5.2% | $6,689+14.6% |
| Admin fee / account holder | $2,664 | $9,702-72.5% | $7,906-66.3% | $13,390-80.1% |