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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 | $168,859 | $209,888-19.5% | $189,545-10.9% | $167,553+0.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.94% | 748.66%-741.7pp | 555.36%-548.4pp | 478.89%-472.0pp |
| Employer contribution / active EE | $500 | $6,915-92.8% | $6,162-91.9% | $4,840-89.7% |
| Participant deferral / active EE | $7,229 | $8,934-19.1% | $8,220-12.1% | $6,343+14.0% |
| Admin fee / account holder | $590 | $14,300-95.9% | $12,049-95.1% | $12,316-95.2% |