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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 | $54,353 | $175,212-69.0% | $149,682-63.7% | $139,427-61.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.65% | 166.63%-158.0pp | 134.35%-125.7pp | 373.27%-364.6pp |
| Employer contribution / active EE | $982 | $5,475-82.1% | $4,818-79.6% | $4,752-79.3% |
| Participant deferral / active EE | $4,921 | $6,520-24.5% | $5,681-13.4% | $6,711-26.7% |
| Admin fee / account holder | $2,012 | $16,150-87.5% | $13,210-84.8% | $11,404-82.4% |