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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 | $151,211 | $209,874-28.0% | $189,537-20.2% | $167,536-9.7% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 6.48% | 748.61%-742.1pp | 555.34%-548.9pp | 478.82%-472.3pp |
| Employer contribution / active EE | $1,498 | $6,913-78.3% | $6,161-75.7% | $4,839-69.0% |
| Participant deferral / active EE | $3,474 | $8,934-61.1% | $8,220-57.7% | $6,342-45.2% |
| Admin fee / account holder | $96,157 | $14,299+572.5% | $12,048+698.1% | $12,315+680.8% |