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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 | $99,836 | $112,915-11.6% | $90,965+9.8% | $158,950-37.2% |
| Participation rate | 86.7% | 74.7%+11.9pp | 69.0%+17.7pp | 82.0%+4.7pp |
| Annual return | 3.69% | 215.75%-212.1pp | 134.57%-130.9pp | 302.91%-299.2pp |
| Employer contribution / active EE | $223 | $2,894-92.3% | $2,122-89.5% | $4,762-95.3% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $572 | $8,044-92.9% | $5,960-90.4% | $11,248-94.9% |