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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 | $41,794 | $184,000-77.3% | $162,185-74.2% | $152,909-72.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 10.15% | 150.80%-140.6pp | 115.61%-105.5pp | 345.46%-335.3pp |
| Employer contribution / active EE | $1,069 | $6,370-83.2% | $5,613-81.0% | $4,764-77.6% |
| Participant deferral / active EE | $6,645 | $8,033-17.3% | $7,297-8.9% | $5,851+13.6% |
| Admin fee / account holder | $2,151 | $13,124-83.6% | $10,844-80.2% | $11,601-81.5% |