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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 | $234,728 | $108,882+115.6% | $96,754+142.6% | $154,746+51.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 11.72% | 98.39%-86.7pp | 82.04%-70.3pp | 172.34%-160.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,213 | $5,323-58.4% | $4,758-53.5% | $6,730-67.1% |
| Admin fee / account holder | $149,499 | $10,200+1365.6% | $8,905+1578.9% | $14,365+940.7% |