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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 | $66,150 | $166,268-60.2% | $165,100-59.9% | $145,897-54.7% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 8.37% | 100.52%-92.1pp | 70.21%-61.8pp | 552.29%-543.9pp |
| Employer contribution / active EE | $687 | $5,284-87.0% | $4,348-84.2% | $4,663-85.3% |
| Participant deferral / active EE | $2,435 | $6,964-65.0% | $6,035-59.7% | $6,689-63.6% |
| Admin fee / account holder | $1,260 | $16,659-92.4% | $12,696-90.1% | $13,390-90.6% |