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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 | $61,850 | $144,130-57.1% | $117,861-47.5% | $147,586-58.1% |
| Participation rate | 78.9% | 83.4%-4.5pp | 79.7%-0.7pp | 82.8%-3.9pp |
| Annual return | 7.79% | 531.20%-523.4pp | 335.11%-327.3pp | 578.59%-570.8pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,735 | $5,316-29.8% | $4,482-16.7% | $5,439-31.3% |
| Admin fee / account holder | $29,298 | $10,887+169.1% | $8,021+265.3% | $10,886+169.1% |