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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 | $20,674 | $176,105-88.3% | $159,474-87.0% | $167,536-87.7% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 8.75% | 331.91%-323.2pp | 263.68%-254.9pp | 478.82%-470.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,562 | $7,751-2.4% | $7,353+2.8% | $6,342+19.2% |
| Admin fee / account holder | $533 | $12,559-95.8% | $10,802-95.1% | $12,315-95.7% |