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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 | $48,712 | $124,187-60.8% | $108,410-55.1% | $167,518-70.9% |
| Participation rate | 81.8% | 82.3%-0.5pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 19.08% | 1379.80%-1360.7pp | 905.34%-886.3pp | 478.71%-459.6pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,538 | $6,908+9.1% | $6,562+14.9% | $6,342+18.9% |
| Admin fee / account holder | $3,097 | $9,456-67.3% | $7,296-57.6% | $12,312-74.9% |