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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 | $31,721 | $150,447-78.9% | $136,298-76.7% | $147,586-78.5% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 8.48% | 1049.15%-1040.7pp | 5156.27%-5147.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $743 | $5,256-85.9% | $4,696-84.2% | $4,876-84.8% |
| Participant deferral / active EE | $3,638 | $6,631-45.1% | $6,247-41.8% | $5,439-33.1% |
| Admin fee / account holder | $60,349 | $10,906+453.3% | $9,244+552.8% | $10,886+454.4% |