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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 | $59,701 | $202,342-70.5% | $172,753-65.4% | $152,909-61.0% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 12.38% | 1029.88%-1017.5pp | 803.00%-790.6pp | 345.46%-333.1pp |
| Employer contribution / active EE | $865 | $5,857-85.2% | $5,144-83.2% | $4,764-81.9% |
| Participant deferral / active EE | $4,527 | $5,948-23.9% | $5,198-12.9% | $5,851-22.6% |
| Admin fee / account holder | $211,645 | $17,112+1136.8% | $13,956+1416.6% | $11,601+1724.4% |