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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 | $137,201 | $77,449+77.2% | $69,483+97.5% | $152,909-10.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 3.79% | 39.09%-35.3pp | 28.99%-25.2pp | 345.46%-341.7pp |
| Employer contribution / active EE | -$221 | $3,316-106.7% | $2,780-107.9% | $4,764-104.6% |
| Participant deferral / active EE | $5,180 | $4,415+17.3% | $3,537+46.5% | $5,851-11.5% |
| Admin fee / account holder | $2,704 | $6,210-56.5% | $3,841-29.6% | $11,601-76.7% |