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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 | $49,279 | $209,422-76.5% | $178,503-72.4% | $158,982-69.0% |
| Participation rate | 95.0% | 86.4%+8.6pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 3.40% | 188.81%-185.4pp | 151.12%-147.7pp | 302.99%-299.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,045 | $5,955-32.1% | $5,202-22.2% | $5,983-32.4% |
| Admin fee / account holder | $2,637 | $17,079-84.6% | $13,987-81.1% | $11,252-76.6% |