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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 | $78,989 | $96,388-18.1% | $80,627-2.0% | $139,466-43.4% |
| Participation rate | 85.0% | 73.6%+11.4pp | 67.0%+18.0pp | 80.3%+4.7pp |
| Annual return | 18.06% | 1352.08%-1334.0pp | 936.76%-918.7pp | 373.66%-355.6pp |
| Employer contribution / active EE | $263 | $3,260-91.9% | $2,723-90.4% | $4,754-94.5% |
| Participant deferral / active EE | $2,748 | $5,224-47.4% | $4,443-38.2% | $6,712-59.1% |
| Admin fee / account holder | $24,119 | $6,603+265.3% | $5,381+348.3% | $11,409+111.4% |