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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 | $102,343 | $65,566+56.1% | $86,235+18.7% | $75,177+36.1% |
| Participation rate | 95.3% | 60.5%+34.9pp | 69.0%+26.4pp | 67.2%+28.1pp |
| Annual return | 25.84% | 46.07%-20.2pp | 1170.03%-1144.2pp | 160.75%-134.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,779 | $3,023+157.3% | $3,987+95.1% | $4,126+88.5% |
| Admin fee / account holder | $13,267 | $5,470+142.5% | $6,856+93.5% | $5,651+134.8% |