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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 | $35,600 | $202,326-82.4% | $172,745-79.4% | $152,870-76.7% |
| Participation rate | 78.3% | 87.1%-8.8pp | 82.6%-4.4pp | 82.4%-4.2pp |
| Annual return | 3.87% | 1029.72%-1025.9pp | 802.90%-799.0pp | 345.34%-341.5pp |
| Employer contribution / active EE | $1,230 | $5,858-79.0% | $5,144-76.1% | $4,763-74.2% |
| Participant deferral / active EE | $2,662 | $5,948-55.2% | $5,197-48.8% | $5,850-54.5% |
| Admin fee / account holder | $1,580 | $17,110-90.8% | $13,954-88.7% | $11,597-86.4% |