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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 | $95,615 | $159,978-40.2% | $147,041-35.0% | $145,978-34.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.47% | 98.36%-88.9pp | 419.21%-409.7pp | 550.52%-541.0pp |
| Employer contribution / active EE | $761 | $5,288-85.6% | $4,935-84.6% | $4,662-83.7% |
| Participant deferral / active EE | $2,851 | $8,429-66.2% | $8,071-64.7% | $6,690-57.4% |
| Admin fee / account holder | $691 | $15,053-95.4% | $13,006-94.7% | $13,400-94.8% |