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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 | $63,764 | $202,342-68.5% | $172,752-63.1% | $152,897-58.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 5.07% | 1029.83%-1024.8pp | 802.97%-797.9pp | 345.43%-340.4pp |
| Employer contribution / active EE | $147 | $5,858-97.5% | $5,144-97.1% | $4,764-96.9% |
| Participant deferral / active EE | $3,000 | $5,948-49.6% | $5,198-42.3% | $5,851-48.7% |
| Admin fee / account holder | $12,350 | $17,111-27.8% | $13,955-11.5% | $11,599+6.5% |