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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 | $37,963 | $160,040-76.3% | $147,096-74.2% | $145,877-74.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.66% | 98.49%-88.8pp | 419.75%-410.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $375 | $5,289-92.9% | $4,936-92.4% | $4,663-92.0% |
| Participant deferral / active EE | $3,928 | $8,429-53.4% | $8,071-51.3% | $6,691-41.3% |
| Admin fee / account holder | $429 | $15,050-97.1% | $13,005-96.7% | $13,402-96.8% |