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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 | $142,500 | $171,867-17.1% | $149,718-4.8% | $147,585-3.4% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 6.92% | 2113.36%-2106.4pp | 1501.70%-1494.8pp | 578.57%-571.6pp |
| Employer contribution / active EE | $633 | $6,275-89.9% | $5,444-88.4% | $4,876-87.0% |
| Participant deferral / active EE | $12,951 | $7,270+78.1% | $6,568+97.2% | $5,439+138.1% |
| Admin fee / account holder | $4,296 | $13,799-68.9% | $11,283-61.9% | $10,885-60.5% |