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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 | $42,134 | $183,988-77.1% | $162,177-74.0% | $152,897-72.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 9.87% | 150.79%-140.9pp | 115.60%-105.7pp | 345.43%-335.6pp |
| Employer contribution / active EE | $1,095 | $6,370-82.8% | $5,613-80.5% | $4,764-77.0% |
| Participant deferral / active EE | $2,936 | $8,032-63.5% | $7,297-59.8% | $5,851-49.8% |
| Admin fee / account holder | $14,643 | $13,123+11.6% | $10,843+35.0% | $11,599+26.2% |