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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 | $95,975 | $156,398-38.6% | $147,318-34.9% | $138,895-30.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.07% | 78.75%-66.7pp | 70.43%-58.4pp | 145.39%-133.3pp |
| Employer contribution / active EE | $459 | $4,853-90.5% | $4,593-90.0% | $4,194-89.1% |
| Participant deferral / active EE | $4,591 | $8,237-44.3% | $7,906-41.9% | $6,396-28.2% |
| Admin fee / account holder | $2,977 | $14,976-80.1% | $13,708-78.3% | $12,562-76.3% |