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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 | $144,139 | $209,422-31.2% | $178,503-19.3% | $158,982-9.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.95% | 188.81%-183.9pp | 151.12%-146.2pp | 302.99%-298.0pp |
| Employer contribution / active EE | $1,147 | $5,707-79.9% | $5,011-77.1% | $4,763-75.9% |
| Participant deferral / active EE | $2,985 | $5,955-49.9% | $5,202-42.6% | $5,983-50.1% |
| Admin fee / account holder | $2,962 | $17,079-82.7% | $13,987-78.8% | $11,252-73.7% |