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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 | $107,032 | $150,447-28.9% | $136,298-21.5% | $147,586-27.5% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.61% | 1049.15%-1034.5pp | 5156.27%-5141.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,166 | $6,631+8.1% | $6,247+14.7% | $5,439+31.8% |
| Admin fee / account holder | $3,455 | $10,906-68.3% | $9,244-62.6% | $10,886-68.3% |