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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 | $229,365 | $138,076+66.1% | $123,553+85.6% | $135,380+69.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -0.30% | 153.70%-154.0pp | 119.21%-119.5pp | 519.81%-520.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,718 | $6,800+57.6% | $6,426+66.8% | $5,609+91.1% |
| Admin fee / account holder | $26,667 | $10,917+144.3% | $9,284+187.2% | $10,828+146.3% |