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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 | $41,183 | $150,447-72.6% | $136,298-69.8% | $147,586-72.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 8.47% | 1049.15%-1040.7pp | 5156.27%-5147.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $628 | $5,256-88.1% | $4,696-86.6% | $4,876-87.1% |
| Participant deferral / active EE | $4,477 | $6,631-32.5% | $6,247-28.3% | $5,439-17.7% |
| Admin fee / account holder | $20,819 | $10,906+90.9% | $9,244+125.2% | $10,886+91.2% |