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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 | $89,800 | $209,428-57.1% | $178,498-49.7% | $158,950-43.5% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 1.82% | 188.78%-187.0pp | 151.09%-149.3pp | 302.91%-301.1pp |
| Employer contribution / active EE | $1,125 | $5,707-80.3% | $5,011-77.5% | $4,762-76.4% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,907 | $17,077-71.3% | $13,985-64.9% | $11,248-56.4% |