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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,546 | $202,342-65.1% | $172,753-59.2% | $152,909-53.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.26% | 1029.88%-1018.6pp | 803.00%-791.7pp | 345.46%-334.2pp |
| Employer contribution / active EE | $1,099 | $5,857-81.2% | $5,144-78.6% | $4,764-76.9% |
| Participant deferral / active EE | $6,291 | $5,948+5.8% | $5,198+21.0% | $5,851+7.5% |
| Admin fee / account holder | $2,867 | $17,112-83.2% | $13,956-79.5% | $11,601-75.3% |