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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 | $61,156 | $160,070-61.8% | $147,117-58.4% | $145,897-58.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.18% | 98.69%-90.5pp | 420.54%-412.4pp | 552.29%-544.1pp |
| Employer contribution / active EE | $567 | $5,285-89.3% | $4,932-88.5% | $4,663-87.9% |
| Participant deferral / active EE | $7,538 | $8,419-10.5% | $8,065-6.5% | $6,689+12.7% |
| Admin fee / account holder | $865 | $15,035-94.2% | $12,993-93.3% | $13,390-93.5% |