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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 | $102,693 | $198,461-48.3% | $170,436-39.7% | $147,585-30.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.12% | 257.30%-249.2pp | 205.94%-197.8pp | 578.57%-570.4pp |
| Employer contribution / active EE | $1,255 | $6,184-79.7% | $5,433-76.9% | $4,876-74.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,881 | $16,852-88.8% | $13,880-86.4% | $10,885-82.7% |