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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 | $127,115 | $157,304-19.2% | $141,197-10.0% | $152,909-16.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.98% | 64.34%-55.4pp | 71.41%-62.4pp | 345.46%-336.5pp |
| Employer contribution / active EE | $157 | $5,263-97.0% | $4,736-96.7% | $4,764-96.7% |
| Participant deferral / active EE | $2,570 | $7,111-63.9% | $6,710-61.7% | $5,851-56.1% |
| Admin fee / account holder | $425 | $12,126-96.5% | $10,265-95.9% | $11,601-96.3% |