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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 | $145,218 | $171,867-15.5% | $149,716-3.0% | $147,585-1.6% |
| Participation rate | 78.6% | 88.2%-9.6pp | 87.1%-8.5pp | 82.8%-4.3pp |
| Annual return | 2.93% | 2113.36%-2110.4pp | 1501.67%-1498.7pp | 578.58%-575.7pp |
| Employer contribution / active EE | $710 | $6,275-88.7% | $5,444-87.0% | $4,876-85.4% |
| Participant deferral / active EE | $5,573 | $7,270-23.3% | $6,568-15.2% | $5,439+2.5% |
| Admin fee / account holder | $38,636 | $13,799+180.0% | $11,282+242.4% | $10,886+254.9% |