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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 | $92,289 | $171,867-46.3% | $149,721-38.4% | $147,586-37.5% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 7.14% | 2113.36%-2106.2pp | 1501.67%-1494.5pp | 578.59%-571.5pp |
| Employer contribution / active EE | $1,071 | $6,275-82.9% | $5,444-80.3% | $4,876-78.0% |
| Participant deferral / active EE | $3,648 | $7,270-49.8% | $6,568-44.5% | $5,439-32.9% |
| Admin fee / account holder | $1,081 | $13,799-92.2% | $11,282-90.4% | $10,886-90.1% |