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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 | $65,983 | $160,070-58.8% | $147,117-55.1% | $145,897-54.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.31% | 98.69%-89.4pp | 420.54%-411.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $780 | $5,285-85.2% | $4,932-84.2% | $4,663-83.3% |
| Participant deferral / active EE | $3,181 | $8,419-62.2% | $8,065-60.6% | $6,689-52.4% |
| Admin fee / account holder | $601 | $15,035-96.0% | $12,993-95.4% | $13,390-95.5% |