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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 | $95,928 | $150,442-36.2% | $136,295-29.6% | $147,585-35.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 13.73% | 1049.09%-1035.4pp | 5155.97%-5142.2pp | 578.56%-564.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,063 | $6,630-8.6% | $6,247-2.9% | $5,439+11.5% |
| Admin fee / account holder | $2,410 | $10,905-77.9% | $9,243-73.9% | $10,885-77.9% |