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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 | $86,336 | $202,345-57.3% | $172,755-50.0% | $152,885-43.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.13% | 1029.77%-1029.6pp | 802.94%-802.8pp | 345.39%-345.3pp |
| Employer contribution / active EE | $838 | $5,858-85.7% | $5,144-83.7% | $4,763-82.4% |
| Participant deferral / active EE | $4,830 | $5,948-18.8% | $5,198-7.1% | $5,851-17.4% |
| Admin fee / account holder | $1,578 | $17,111-90.8% | $13,955-88.7% | $11,598-86.4% |