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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 | $50,518 | $209,422-75.9% | $178,503-71.7% | $158,982-68.2% |
| Participation rate | 70.6% | 86.4%-15.8pp | 81.9%-11.3pp | 82.0%-11.4pp |
| Annual return | 2.47% | 188.81%-186.3pp | 151.12%-148.6pp | 302.99%-300.5pp |
| Employer contribution / active EE | $1,106 | $5,707-80.6% | $5,011-77.9% | $4,763-76.8% |
| Participant deferral / active EE | $5,388 | $5,955-9.5% | $5,202+3.6% | $5,983-10.0% |
| Admin fee / account holder | $1,405 | $17,079-91.8% | $13,987-90.0% | $11,252-87.5% |