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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 | $64,980 | $105,200-38.2% | $159,474-59.3% | $85,847-24.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 22.20% | 45.08%-22.9pp | 263.68%-241.5pp | 318.61%-296.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,665 | $5,946+96.2% | $7,353+58.6% | $3,952+195.1% |
| Admin fee / account holder | $2,104 | $6,934-69.7% | $10,802-80.5% | $6,261-66.4% |