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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 | $106,154 | $202,342-47.5% | $172,752-38.6% | $152,897-30.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 12.17% | 1029.83%-1017.7pp | 802.97%-790.8pp | 345.43%-333.3pp |
| Employer contribution / active EE | $1,178 | $5,858-79.9% | $5,144-77.1% | $4,764-75.3% |
| Participant deferral / active EE | $4,060 | $5,948-31.7% | $5,198-21.9% | $5,851-30.6% |
| Admin fee / account holder | $554 | $17,111-96.8% | $13,955-96.0% | $11,599-95.2% |