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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 | $86,883 | $70,366+23.5% | $66,674+30.3% | $138,895-37.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.86% | 386.41%-366.5pp | 321.24%-301.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,820 | $4,374+238.8% | $4,084+262.9% | $6,396+131.7% |
| Admin fee / account holder | $348 | $5,262-93.4% | $5,098-93.2% | $12,562-97.2% |