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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 | $96,075 | $85,171+12.8% | $172,752-44.4% | $72,975+31.7% |
| Participation rate | 78.1% | 70.1%+8.1pp | 82.6%-4.5pp | 69.5%+8.6pp |
| Annual return | 18.41% | 27.32%-8.9pp | 802.97%-784.6pp | 81.01%-62.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,898 | $3,260+19.6% | $5,198-25.0% | $3,608+8.0% |
| Admin fee / account holder | $33,279 | $5,880+465.9% | $13,955+138.5% | $5,124+549.5% |