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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 | $57,814 | $150,447-61.6% | $136,298-57.6% | $147,586-60.8% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 3.74% | 1049.15%-1045.4pp | 5156.27%-5152.5pp | 578.59%-574.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,608 | $6,631-0.3% | $6,247+5.8% | $5,439+21.5% |
| Admin fee / account holder | $968 | $10,906-91.1% | $9,244-89.5% | $10,886-91.1% |