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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 | $61,865 | $148,629-58.4% | $135,982-54.5% | $139,487-55.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.93% | 79.33%-69.4pp | 68.32%-58.4pp | 373.84%-363.9pp |
| Employer contribution / active EE | $421 | $5,247-92.0% | $4,859-91.3% | $4,755-91.1% |
| Participant deferral / active EE | $9,632 | $8,102+18.9% | $7,760+24.1% | $6,713+43.5% |
| Admin fee / account holder | $100,079 | $12,406+706.7% | $10,767+829.5% | $11,407+777.3% |