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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 | $43,440 | $150,447-71.1% | $136,298-68.1% | $147,586-70.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 9.08% | 1049.15%-1040.1pp | 5156.27%-5147.2pp | 578.59%-569.5pp |
| Employer contribution / active EE | $575 | $5,256-89.1% | $4,696-87.7% | $4,876-88.2% |
| Participant deferral / active EE | $2,546 | $6,631-61.6% | $6,247-59.2% | $5,439-53.2% |
| Admin fee / account holder | $19,764 | $10,906+81.2% | $9,244+113.8% | $10,886+81.6% |