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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 | $40,139 | $175,259-77.1% | $149,723-73.2% | $139,487-71.2% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 10.17% | 166.82%-156.7pp | 134.50%-124.3pp | 373.84%-363.7pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,243 | $6,522-34.9% | $5,682-25.3% | $6,713-36.8% |
| Admin fee / account holder | $606 | $16,158-96.2% | $13,215-95.4% | $11,407-94.7% |