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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 | $33,869 | $202,342-83.3% | $172,753-80.4% | $152,909-77.9% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 12.13% | 1029.88%-1017.8pp | 803.00%-790.9pp | 345.46%-333.3pp |
| Employer contribution / active EE | $1,198 | $5,857-79.5% | $5,144-76.7% | $4,764-74.9% |
| Participant deferral / active EE | $4,384 | $5,948-26.3% | $5,198-15.7% | $5,851-25.1% |
| Admin fee / account holder | $53,533 | $17,112+212.8% | $13,956+283.6% | $11,601+361.5% |