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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 | $30,137 | $159,934-81.2% | $147,005-79.5% | $145,959-79.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 4.25% | 98.24%-94.0pp | 418.76%-414.5pp | 561.95%-557.7pp |
| Employer contribution / active EE | $15 | $5,287-99.7% | $4,934-99.7% | $4,661-99.7% |
| Participant deferral / active EE | $5,081 | $8,427-39.7% | $8,070-37.0% | $6,689-24.0% |
| Admin fee / account holder | $1,109 | $15,053-92.6% | $13,006-91.5% | $13,398-91.7% |