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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 | $63,260 | $157,304-59.8% | $141,197-55.2% | $152,909-58.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 7.88% | 64.34%-56.5pp | 71.41%-63.5pp | 345.46%-337.6pp |
| Employer contribution / active EE | $431 | $5,263-91.8% | $4,736-90.9% | $4,764-91.0% |
| Participant deferral / active EE | $4,759 | $7,111-33.1% | $6,710-29.1% | $5,851-18.7% |
| Admin fee / account holder | $493 | $12,126-95.9% | $10,265-95.2% | $11,601-95.8% |