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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 | $42,661 | $175,257-75.7% | $149,717-71.5% | $139,456-69.4% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 10.03% | 166.70%-156.7pp | 134.41%-124.4pp | 373.45%-363.4pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,787 | $6,521-57.3% | $5,682-50.9% | $6,711-58.5% |
| Admin fee / account holder | $809 | $16,156-95.0% | $13,213-93.9% | $11,407-92.9% |