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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 | $97,620 | $129,737-24.8% | $119,126-18.1% | $154,746-36.9% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 9.01% | 379.08%-370.1pp | 282.11%-273.1pp | 172.34%-163.3pp |
| Employer contribution / active EE | $450 | $4,375-89.7% | $4,034-88.8% | $4,379-89.7% |
| Participant deferral / active EE | $3,222 | $5,842-44.9% | $5,318-39.4% | $6,730-52.1% |
| Admin fee / account holder | $107,584 | $11,961+799.5% | $10,693+906.1% | $14,365+648.9% |