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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 | $84,862 | $160,028-47.0% | $147,080-42.3% | $145,884-41.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.85% | 98.60%-91.7pp | 420.17%-413.3pp | 551.85%-545.0pp |
| Employer contribution / active EE | $318 | $5,286-94.0% | $4,933-93.6% | $4,662-93.2% |
| Participant deferral / active EE | $4,809 | $8,422-42.9% | $8,066-40.4% | $6,690-28.1% |
| Admin fee / account holder | $5,939 | $15,030-60.5% | $12,989-54.3% | $13,392-55.7% |