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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 | $122,958 | $150,447-18.3% | $136,298-9.8% | $147,586-16.7% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 9.29% | 1049.15%-1039.9pp | 5156.27%-5147.0pp | 578.59%-569.3pp |
| Employer contribution / active EE | $849 | $5,256-83.9% | $4,696-81.9% | $4,876-82.6% |
| Participant deferral / active EE | $3,424 | $6,631-48.4% | $6,247-45.2% | $5,439-37.0% |
| Admin fee / account holder | $81,818 | $10,906+650.2% | $9,244+785.1% | $10,886+651.6% |