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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 | $99,607 | $174,379-42.9% | $152,093-34.5% | $138,895-28.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.53% | 74.86%-65.3pp | 66.36%-56.8pp | 145.39%-135.9pp |
| Employer contribution / active EE | $347 | $4,652-92.5% | $4,175-91.7% | $4,194-91.7% |
| Participant deferral / active EE | $7,212 | $6,159+17.1% | $5,451+32.3% | $6,396+12.8% |
| Admin fee / account holder | $351,692 | $16,880+1983.5% | $14,497+2326.0% | $12,562+2699.6% |