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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 | $144,130 | $152,619-5.6% | $125,195+15.1% | $152,909-5.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 4.49% | 54.85%-50.4pp | 43.79%-39.3pp | 345.46%-341.0pp |
| Employer contribution / active EE | $461 | $4,947-90.7% | $3,866-88.1% | $4,764-90.3% |
| Participant deferral / active EE | $2,911 | $5,869-50.4% | $4,937-41.0% | $5,851-50.3% |
| Admin fee / account holder | $2,479 | $13,437-81.6% | $9,704-74.5% | $11,601-78.6% |