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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 | $150,852 | $209,422-28.0% | $178,503-15.5% | $158,982-5.1% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 2.61% | 188.81%-186.2pp | 151.12%-148.5pp | 302.99%-300.4pp |
| Employer contribution / active EE | $910 | $5,707-84.1% | $5,011-81.8% | $4,763-80.9% |
| Participant deferral / active EE | $3,508 | $5,955-41.1% | $5,202-32.6% | $5,983-41.4% |
| Admin fee / account holder | $191,896 | $17,079+1023.6% | $13,987+1272.0% | $11,252+1605.5% |