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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 | $195,005 | $202,345-3.6% | $172,755+12.9% | $152,885+27.6% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.5%+5.8pp |
| Annual return | 21.81% | 1029.77%-1008.0pp | 802.94%-781.1pp | 345.39%-323.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,809 | $5,948+64.9% | $5,198+88.7% | $5,851+67.7% |
| Admin fee / account holder | $4,220 | $17,111-75.3% | $13,955-69.8% | $11,598-63.6% |