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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 | $118,601 | $78,707+50.7% | $117,861+0.6% | $70,126+69.1% |
| Participation rate | 90.3% | 73.2%+17.1pp | 79.7%+10.7pp | 69.5%+20.8pp |
| Annual return | 14.98% | 23.30%-8.3pp | 335.11%-320.1pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,051 | $3,297+113.8% | $4,482+57.3% | $3,332+111.6% |
| Admin fee / account holder | $1,239 | $5,066-75.5% | $8,021-84.6% | $4,645-73.3% |