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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 | $161,325 | $102,429+57.5% | $147,096+9.7% | $80,925+99.4% |
| Participation rate | 79.4% | 75.9%+3.5pp | 82.2%-2.8pp | 67.7%+11.7pp |
| Annual return | 15.46% | 135.02%-119.6pp | 419.75%-404.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,885 | $6,649+33.6% | $8,071+10.1% | $4,299+106.7% |
| Admin fee / account holder | $2,107 | $7,957-73.5% | $13,005-83.8% | $6,940-69.6% |