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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 | $46,452 | $202,345-77.0% | $172,755-73.1% | $152,885-69.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.58% | 1029.77%-1024.2pp | 802.94%-797.4pp | 345.39%-339.8pp |
| Employer contribution / active EE | $884 | $5,858-84.9% | $5,144-82.8% | $4,763-81.4% |
| Participant deferral / active EE | $2,223 | $5,948-62.6% | $5,198-57.2% | $5,851-62.0% |
| Admin fee / account holder | $6,381 | $17,111-62.7% | $13,955-54.3% | $11,598-45.0% |