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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 | $122,367 | $171,865-28.8% | $149,718-18.3% | $147,585-17.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.46% | 2113.29%-2105.8pp | 1501.67%-1494.2pp | 578.56%-571.1pp |
| Employer contribution / active EE | $500 | $6,275-92.0% | $5,445-90.8% | $4,876-89.7% |
| Participant deferral / active EE | $7,435 | $7,270+2.3% | $6,569+13.2% | $5,439+36.7% |
| Admin fee / account holder | $4,267 | $13,799-69.1% | $11,283-62.2% | $10,885-60.8% |