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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 | $70,697 | $115,810-39.0% | $101,271-30.2% | $158,966-55.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.54% | 56.15%-50.6pp | 46.48%-40.9pp | 302.95%-297.4pp |
| Employer contribution / active EE | $556 | $4,175-86.7% | $3,660-84.8% | $4,762-88.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $798 | $7,248-89.0% | $5,948-86.6% | $11,250-92.9% |