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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 | $71,052 | $166,020-57.2% | $164,866-56.9% | $145,959-51.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.35% | 100.08%-99.7pp | 69.97%-69.6pp | 561.95%-561.6pp |
| Employer contribution / active EE | $935 | $5,275-82.3% | $4,343-78.5% | $4,661-79.9% |
| Participant deferral / active EE | $10,359 | $6,961+48.8% | $6,033+71.7% | $6,689+54.9% |
| Admin fee / account holder | $2,650 | $16,644-84.1% | $12,689-79.1% | $13,398-80.2% |