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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 | $41,932 | $198,457-78.9% | $170,435-75.4% | $147,586-71.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.84% | 257.30%-253.5pp | 205.94%-202.1pp | 578.59%-574.7pp |
| Employer contribution / active EE | $1,110 | $6,183-82.0% | $5,432-79.6% | $4,876-77.2% |
| Participant deferral / active EE | $5,706 | $5,629+1.4% | $4,939+15.5% | $5,439+4.9% |
| Admin fee / account holder | $6,568 | $16,852-61.0% | $13,881-52.7% | $10,886-39.7% |