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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 | $91,940 | $176,105-47.8% | $159,474-42.3% | $167,536-45.1% |
| Participation rate | 95.5% | 85.0%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 8.45% | 331.91%-323.5pp | 263.68%-255.2pp | 478.82%-470.4pp |
| Employer contribution / active EE | $739 | $5,299-86.1% | $4,831-84.7% | $4,839-84.7% |
| Participant deferral / active EE | $4,844 | $7,751-37.5% | $7,353-34.1% | $6,342-23.6% |
| Admin fee / account holder | $23,823 | $12,559+89.7% | $10,802+120.5% | $12,315+93.5% |