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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 | $108,036 | $154,228-30.0% | $145,433-25.7% | $137,256-21.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.38% | 74.59%-70.2pp | 66.58%-62.2pp | 220.34%-216.0pp |
| Employer contribution / active EE | $754 | $4,804-84.3% | $4,554-83.4% | $4,156-81.8% |
| Participant deferral / active EE | $2,872 | $8,216-65.0% | $7,897-63.6% | $6,407-55.2% |
| Admin fee / account holder | $78,309 | $14,344+446.0% | $13,129+496.5% | $12,270+538.2% |