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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 | $139,304 | $183,988-24.3% | $162,177-14.1% | $152,897-8.9% |
| Participation rate | 87.0% | 88.5%-1.5pp | 87.6%-0.6pp | 82.5%+4.5pp |
| Annual return | 31.81% | 150.79%-119.0pp | 115.60%-83.8pp | 345.43%-313.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $17,817 | $8,032+121.8% | $7,297+144.2% | $5,851+204.5% |
| Admin fee / account holder | $13,403 | $13,123+2.1% | $10,843+23.6% | $11,599+15.5% |