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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 | $30,443 | $118,708-74.4% | $98,920-69.2% | $158,982-80.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 4.34% | 372.49%-368.1pp | 196.47%-192.1pp | 302.99%-298.6pp |
| Employer contribution / active EE | $378 | $3,334-88.7% | $2,689-85.9% | $4,763-92.1% |
| Participant deferral / active EE | $3,713 | $5,089-27.0% | $4,245-12.5% | $5,983-37.9% |
| Admin fee / account holder | $38,211 | $10,134+277.1% | $6,643+475.2% | $11,252+239.6% |