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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 | $36,259 | $198,457-81.7% | $170,435-78.7% | $147,586-75.4% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 7.21% | 257.30%-250.1pp | 205.94%-198.7pp | 578.59%-571.4pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,907 | $5,629-30.6% | $4,939-20.9% | $5,439-28.2% |
| Admin fee / account holder | $441 | $16,852-97.4% | $13,881-96.8% | $10,886-95.9% |