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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 | $48,619 | $105,145-53.8% | $94,664-48.6% | $139,466-65.1% |
| Participation rate | 86.7% | 82.4%+4.3pp | 80.8%+5.8pp | 80.3%+6.3pp |
| Annual return | 24.42% | 38.09%-13.7pp | 156.84%-132.4pp | 373.66%-349.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,563 | $7,599-0.5% | $7,417+2.0% | $6,712+12.7% |
| Admin fee / account holder | $757 | $8,972-91.6% | $7,222-89.5% | $11,409-93.4% |