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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 | $222,684 | $100,125+122.4% | $81,482+173.3% | $145,978+52.5% |
| Participation rate | 95.8% | 74.2%+21.6pp | 69.5%+26.3pp | 80.3%+15.5pp |
| Annual return | 11.24% | 34.44%-23.2pp | 24.79%-13.5pp | 550.52%-539.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,818 | $4,609+69.6% | $3,885+101.2% | $6,690+16.9% |
| Admin fee / account holder | $30,623 | $8,198+273.6% | $5,761+431.5% | $13,400+128.5% |