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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 | $145,861 | $202,342-27.9% | $172,752-15.6% | $152,897-4.6% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 0.25% | 1029.83%-1029.6pp | 802.97%-802.7pp | 345.43%-345.2pp |
| Employer contribution / active EE | $1,233 | $5,858-78.9% | $5,144-76.0% | $4,764-74.1% |
| Participant deferral / active EE | $6,575 | $5,948+10.5% | $5,198+26.5% | $5,851+12.4% |
| Admin fee / account holder | $67,495 | $17,111+294.5% | $13,955+383.7% | $11,599+481.9% |