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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 | $60,117 | $99,875-39.8% | $146,866-59.1% | $86,983-30.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 53.99% | 28.10%+25.9pp | 102.85%-48.9pp | 25.83%+28.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $19,336 | $6,322+205.8% | $7,759+149.2% | $4,194+361.1% |
| Admin fee / account holder | $5,201 | $7,838-33.6% | $13,620-61.8% | $7,856-33.8% |