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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 | $62,283 | $202,345-69.2% | $172,755-63.9% | $152,885-59.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 22.35% | 1029.77%-1007.4pp | 802.94%-780.6pp | 345.39%-323.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,417 | $5,948+58.3% | $5,198+81.2% | $5,851+60.9% |
| Admin fee / account holder | $341 | $17,111-98.0% | $13,955-97.6% | $11,598-97.1% |