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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 | $85,911 | $202,342-57.5% | $172,753-50.3% | $152,909-43.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 11.22% | 1029.88%-1018.7pp | 803.00%-791.8pp | 345.46%-334.2pp |
| Employer contribution / active EE | $506 | $5,857-91.4% | $5,144-90.2% | $4,764-89.4% |
| Participant deferral / active EE | $2,834 | $5,948-52.4% | $5,198-45.5% | $5,851-51.6% |
| Admin fee / account holder | $4,213 | $17,112-75.4% | $13,956-69.8% | $11,601-63.7% |