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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 | $55,374 | $198,461-72.1% | $170,436-67.5% | $147,585-62.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 4.55% | 257.30%-252.7pp | 205.94%-201.4pp | 578.57%-574.0pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,202 | $5,629-25.4% | $4,939-14.9% | $5,439-22.7% |
| Admin fee / account holder | $2,983 | $16,852-82.3% | $13,880-78.5% | $10,885-72.6% |