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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 | $33,268 | $209,422-84.1% | $178,503-81.4% | $158,982-79.1% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 5.90% | 188.81%-182.9pp | 151.12%-145.2pp | 302.99%-297.1pp |
| Employer contribution / active EE | $3 | $5,707-99.9% | $5,011-99.9% | $4,763-99.9% |
| Participant deferral / active EE | $2,439 | $5,955-59.0% | $5,202-53.1% | $5,983-59.2% |
| Admin fee / account holder | $7,012 | $17,079-58.9% | $13,987-49.9% | $11,252-37.7% |