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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 | $126,323 | $185,905-32.0% | $170,057-25.7% | $139,487-9.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.89% | 60.56%-54.7pp | 53.42%-47.5pp | 373.84%-368.0pp |
| Employer contribution / active EE | $996 | $7,597-86.9% | $6,790-85.3% | $4,755-79.1% |
| Participant deferral / active EE | $4,189 | $11,627-64.0% | $10,411-59.8% | $6,713-37.6% |
| Admin fee / account holder | $1,223 | $15,397-92.1% | $12,826-90.5% | $11,407-89.3% |