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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 | $72,794 | $115,814-37.1% | $101,275-28.1% | $158,982-54.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.42% | 56.16%-51.7pp | 46.48%-42.1pp | 302.99%-298.6pp |
| Employer contribution / active EE | $407 | $4,176-90.2% | $3,660-88.9% | $4,763-91.4% |
| Participant deferral / active EE | $8,015 | $4,958+61.7% | $4,371+83.4% | $5,983+34.0% |
| Admin fee / account holder | $534 | $7,249-92.6% | $5,948-91.0% | $11,252-95.3% |