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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 | $30,589 | $209,425-85.4% | $178,499-82.9% | $158,966-80.8% |
| Participation rate | 93.8% | 86.4%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 1.93% | 188.80%-186.9pp | 151.10%-149.2pp | 302.95%-301.0pp |
| Employer contribution / active EE | $656 | $5,707-88.5% | $5,011-86.9% | $4,762-86.2% |
| Participant deferral / active EE | $2,035 | $5,955-65.8% | $5,202-60.9% | $5,983-66.0% |
| Admin fee / account holder | $1,161 | $17,078-93.2% | $13,986-91.7% | $11,250-89.7% |