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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 | $149,843 | $202,342-25.9% | $172,753-13.3% | $152,909-2.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.78% | 1029.88%-1024.1pp | 803.00%-797.2pp | 345.46%-339.7pp |
| Employer contribution / active EE | $1,228 | $5,857-79.0% | $5,144-76.1% | $4,764-74.2% |
| Participant deferral / active EE | $3,303 | $5,948-44.5% | $5,198-36.5% | $5,851-43.6% |
| Admin fee / account holder | $3,549 | $17,112-79.3% | $13,956-74.6% | $11,601-69.4% |