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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 | $51,299 | $202,342-74.6% | $172,752-70.3% | $152,897-66.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.74% | 1029.83%-1026.1pp | 802.97%-799.2pp | 345.43%-341.7pp |
| Employer contribution / active EE | $895 | $5,858-84.7% | $5,144-82.6% | $4,764-81.2% |
| Participant deferral / active EE | $4,812 | $5,948-19.1% | $5,198-7.4% | $5,851-17.8% |
| Admin fee / account holder | $1,529 | $17,111-91.1% | $13,955-89.0% | $11,599-86.8% |