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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 | $85,066 | $135,956-37.4% | $123,894-31.3% | $273,972-69.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.74% | 56.63%-54.9pp | 47.52%-45.8pp | 41.46%-39.7pp |
| Employer contribution / active EE | $566 | $5,170-89.1% | $4,617-87.7% | $4,869-88.4% |
| Participant deferral / active EE | $8,766 | $6,343+38.2% | $5,984+46.5% | $5,287+65.8% |
| Admin fee / account holder | $1,135 | $9,817-88.4% | $8,357-86.4% | $10,133-88.8% |