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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 | $96,535 | $185,856-48.1% | $170,028-43.2% | $139,456-30.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 3.78% | 60.52%-56.7pp | 53.39%-49.6pp | 373.45%-369.7pp |
| Employer contribution / active EE | $1,266 | $7,593-83.3% | $6,788-81.4% | $4,753-73.4% |
| Participant deferral / active EE | $16,294 | $11,623+40.2% | $10,409+56.5% | $6,711+142.8% |
| Admin fee / account holder | $755 | $15,387-95.1% | $12,820-94.1% | $11,407-93.4% |