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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 | $40,795 | $209,425-80.5% | $178,499-77.1% | $158,966-74.3% |
| Participation rate | 76.2% | 86.4%-10.2pp | 81.9%-5.7pp | 82.0%-5.8pp |
| Annual return | 4.32% | 188.80%-184.5pp | 151.10%-146.8pp | 302.95%-298.6pp |
| Employer contribution / active EE | $699 | $5,707-87.8% | $5,011-86.1% | $4,762-85.3% |
| Participant deferral / active EE | $3,104 | $5,955-47.9% | $5,202-40.3% | $5,983-48.1% |
| Admin fee / account holder | $1,572 | $17,078-90.8% | $13,986-88.8% | $11,250-86.0% |