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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 | $160,070-76.3% | $147,117-74.2% | $145,897-74.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.66% | 98.69%-89.0pp | 420.54%-410.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $375 | $5,285-92.9% | $4,932-92.4% | $4,663-92.0% |
| Participant deferral / active EE | $3,928 | $8,419-53.4% | $8,065-51.3% | $6,689-41.3% |
| Admin fee / account holder | $429 | $15,035-97.1% | $12,993-96.7% | $13,390-96.8% |