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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 | $160,028-40.3% | $147,080-35.0% | $145,884-34.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.47% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $761 | $5,286-85.6% | $4,933-84.6% | $4,662-83.7% |
| Participant deferral / active EE | $2,851 | $8,422-66.1% | $8,066-64.7% | $6,690-57.4% |
| Admin fee / account holder | $691 | $15,030-95.4% | $12,989-94.7% | $13,392-94.8% |