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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 | $108,734 | $150,207-27.6% | $120,380-9.7% | $145,978-25.5% |
| Participation rate | 91.7% | 78.8%+12.9pp | 71.9%+19.8pp | 80.3%+11.4pp |
| Annual return | 17.51% | 154.28%-136.8pp | 107.28%-89.8pp | 550.52%-533.0pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,511 | $6,175+21.6% | $4,992+50.5% | $6,690+12.3% |
| Admin fee / account holder | $392 | $12,203-96.8% | $9,421-95.8% | $13,400-97.1% |