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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 | $92,845 | $159,978-42.0% | $147,041-36.9% | $145,978-36.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 8.64% | 98.36%-89.7pp | 419.21%-410.6pp | 550.52%-541.9pp |
| Employer contribution / active EE | $861 | $5,288-83.7% | $4,935-82.5% | $4,662-81.5% |
| Participant deferral / active EE | $4,371 | $8,429-48.1% | $8,071-45.8% | $6,690-34.7% |
| Admin fee / account holder | $2,418 | $15,053-83.9% | $13,006-81.4% | $13,400-82.0% |