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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 | $61,991 | $202,342-69.4% | $172,753-64.1% | $152,909-59.5% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.5%-0.1pp |
| Annual return | 5.65% | 1029.88%-1024.2pp | 803.00%-797.4pp | 345.46%-339.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,218 | $5,948-45.9% | $5,198-38.1% | $5,851-45.0% |
| Admin fee / account holder | $802 | $17,112-95.3% | $13,956-94.3% | $11,601-93.1% |