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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 | $44,214 | $171,867-74.3% | $149,721-70.5% | $147,586-70.0% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 8.76% | 2113.36%-2104.6pp | 1501.67%-1492.9pp | 578.59%-569.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,972 | $7,270-17.8% | $6,568-9.1% | $5,439+9.8% |
| Admin fee / account holder | $1,146 | $13,799-91.7% | $11,282-89.8% | $10,886-89.5% |