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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 | $138,887 | $148,623-6.6% | $135,974+2.1% | $139,466-0.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.99% | 79.30%-70.3pp | 68.30%-59.3pp | 373.66%-364.7pp |
| Employer contribution / active EE | $682 | $5,246-87.0% | $4,859-86.0% | $4,754-85.6% |
| Participant deferral / active EE | $4,581 | $8,103-43.5% | $7,760-41.0% | $6,712-31.8% |
| Admin fee / account holder | $786 | $12,406-93.7% | $10,767-92.7% | $11,409-93.1% |