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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 | $64,984 | $157,276-58.7% | $141,177-54.0% | $152,885-57.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.60% | 64.33%-61.7pp | 71.40%-68.8pp | 345.39%-342.8pp |
| Employer contribution / active EE | $625 | $5,262-88.1% | $4,736-86.8% | $4,763-86.9% |
| Participant deferral / active EE | $3,472 | $7,110-51.2% | $6,710-48.3% | $5,851-40.7% |
| Admin fee / account holder | $428 | $12,123-96.5% | $10,263-95.8% | $11,598-96.3% |