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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 | $99,620 | $162,136-38.6% | $152,301-34.6% | $154,746-35.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.29% | 91.02%-80.7pp | 80.50%-70.2pp | 172.34%-162.0pp |
| Employer contribution / active EE | $900 | $4,890-81.6% | $4,624-80.5% | $4,379-79.4% |
| Participant deferral / active EE | $5,701 | $8,341-31.6% | $8,004-28.8% | $6,730-15.3% |
| Admin fee / account holder | $55,209 | $15,759+250.3% | $14,398+283.5% | $14,365+284.3% |