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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 | $47,125 | $202,342-76.7% | $172,752-72.7% | $152,897-69.2% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.5%-1.2pp |
| Annual return | 3.83% | 1029.83%-1026.0pp | 802.97%-799.1pp | 345.43%-341.6pp |
| Employer contribution / active EE | $790 | $5,858-86.5% | $5,144-84.6% | $4,764-83.4% |
| Participant deferral / active EE | $4,422 | $5,948-25.7% | $5,198-14.9% | $5,851-24.4% |
| Admin fee / account holder | $1,099 | $17,111-93.6% | $13,955-92.1% | $11,599-90.5% |