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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 | $47,308 | $217,432-78.2% | $185,851-74.5% | $167,553-71.8% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 6.70% | 148.43%-141.7pp | 122.11%-115.4pp | 478.89%-472.2pp |
| Employer contribution / active EE | $1,204 | $5,874-79.5% | $5,168-76.7% | $4,840-75.1% |
| Participant deferral / active EE | $4,311 | $6,357-32.2% | $5,569-22.6% | $6,343-32.0% |
| Admin fee / account holder | $3,258 | $19,820-83.6% | $16,245-79.9% | $12,316-73.5% |