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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 | $83,683 | $202,342-58.6% | $172,753-51.6% | $152,909-45.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.07% | 1029.88%-1018.8pp | 803.00%-791.9pp | 345.46%-334.4pp |
| Employer contribution / active EE | $1,166 | $5,857-80.1% | $5,144-77.3% | $4,764-75.5% |
| Participant deferral / active EE | $3,440 | $5,948-42.2% | $5,198-33.8% | $5,851-41.2% |
| Admin fee / account holder | $1,679 | $17,112-90.2% | $13,956-88.0% | $11,601-85.5% |