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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 | $88,194 | $198,462-55.6% | $170,439-48.3% | $147,585-40.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.86% | 257.30%-249.4pp | 205.94%-198.1pp | 578.58%-570.7pp |
| Employer contribution / active EE | $1,107 | $6,184-82.1% | $5,433-79.6% | $4,876-77.3% |
| Participant deferral / active EE | $3,279 | $5,629-41.8% | $4,939-33.6% | $5,439-39.7% |
| Admin fee / account holder | $491 | $16,852-97.1% | $13,881-96.5% | $10,886-95.5% |