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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 | $86,664 | $144,124-39.9% | $117,857-26.5% | $147,585-41.3% |
| Participation rate | 78.9% | 83.4%-4.5pp | 79.7%-0.7pp | 82.8%-3.9pp |
| Annual return | 7.26% | 531.17%-523.9pp | 335.09%-327.8pp | 578.57%-571.3pp |
| Employer contribution / active EE | $790 | $4,897-83.9% | $3,786-79.1% | $4,876-83.8% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,498 | $10,886-40.3% | $8,020-19.0% | $10,885-40.3% |