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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 | $195,851 | $77,472+152.8% | $100,392+95.1% | $80,935+142.0% |
| Participation rate | 94.9% | 76.9%+17.9pp | 81.5%+13.4pp | 67.7%+27.2pp |
| Annual return | 17.32% | 37.26%-19.9pp | 49.45%-32.1pp | 35.66%-18.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $20,028 | $6,818+193.8% | $8,090+147.6% | $4,299+365.8% |
| Admin fee / account holder | $11,668 | $5,885+98.3% | $7,904+47.6% | $6,924+68.5% |