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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 | $73,331 | $176,120-58.4% | $159,487-54.0% | $167,553-56.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.99% | 331.95%-323.0pp | 263.71%-254.7pp | 478.89%-469.9pp |
| Employer contribution / active EE | $217 | $5,299-95.9% | $4,831-95.5% | $4,840-95.5% |
| Participant deferral / active EE | $14,112 | $7,752+82.1% | $7,354+91.9% | $6,343+122.5% |
| Admin fee / account holder | $31,770 | $12,561+152.9% | $10,804+194.1% | $12,316+157.9% |