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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 | $49,029 | $159,978-69.4% | $147,041-66.7% | $145,978-66.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 2.47% | 98.36%-95.9pp | 419.21%-416.7pp | 550.52%-548.1pp |
| Employer contribution / active EE | $972 | $5,288-81.6% | $4,935-80.3% | $4,662-79.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $500 | $15,053-96.7% | $13,006-96.2% | $13,400-96.3% |