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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 | $46,788 | $202,345-76.9% | $172,755-72.9% | $152,885-69.4% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 48.38% | 1029.77%-981.4pp | 802.94%-754.6pp | 345.39%-297.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,771 | $5,948-19.8% | $5,198-8.2% | $5,851-18.5% |
| Admin fee / account holder | $1,128 | $17,111-93.4% | $13,955-91.9% | $11,598-90.3% |