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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 | $30,956 | $166,242-81.4% | $165,071-81.2% | $145,884-78.8% |
| Participation rate | 76.5% | 82.0%-5.6pp | 78.6%-2.2pp | 80.3%-3.8pp |
| Annual return | 8.41% | 100.44%-92.0pp | 70.17%-61.8pp | 551.85%-543.4pp |
| Employer contribution / active EE | $722 | $5,283-86.3% | $4,347-83.4% | $4,662-84.5% |
| Participant deferral / active EE | $2,406 | $6,964-65.5% | $6,035-60.1% | $6,690-64.0% |
| Admin fee / account holder | $3,939 | $16,658-76.4% | $12,695-69.0% | $13,392-70.6% |