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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 | $98,396 | $150,446-34.6% | $136,297-27.8% | $147,585-33.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.12% | 1049.14%-1041.0pp | 5156.19%-5148.1pp | 578.58%-570.5pp |
| Employer contribution / active EE | $717 | $5,256-86.4% | $4,696-84.7% | $4,876-85.3% |
| Participant deferral / active EE | $8,474 | $6,631+27.8% | $6,247+35.6% | $5,439+55.8% |
| Admin fee / account holder | $1,594 | $10,906-85.4% | $9,244-82.8% | $10,886-85.4% |