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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 | $83,581 | $102,393-18.4% | $147,041-43.2% | $80,911+3.3% |
| Participation rate | 78.9% | 75.9%+3.1pp | 82.2%-3.2pp | 67.6%+11.3pp |
| Annual return | 267.02% | 134.95%+132.1pp | 419.21%-152.2pp | 35.63%+231.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,607 | $6,647+149.8% | $8,071+105.8% | $4,297+286.5% |
| Admin fee / account holder | $8,223 | $7,943+3.5% | $13,006-36.8% | $6,935+18.6% |