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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 | $124,427 | $96,731+28.6% | $123,973+0.4% | $86,983+43.0% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 6.80% | 17.33%-10.5pp | 388.13%-381.3pp | 25.83%-19.0pp |
| Employer contribution / active EE | $395 | $3,297-88.0% | $4,126-90.4% | $2,584-84.7% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,749 | $8,722-34.1% | $11,799-51.3% | $7,856-26.8% |