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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 | $85,527 | $185,856-54.0% | $170,028-49.7% | $139,456-38.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.91% | 60.52%-54.6pp | 53.39%-47.5pp | 373.45%-367.5pp |
| Employer contribution / active EE | $1,364 | $7,593-82.0% | $6,788-79.9% | $4,753-71.3% |
| Participant deferral / active EE | $4,899 | $11,623-57.8% | $10,409-52.9% | $6,711-27.0% |
| Admin fee / account holder | $22,995 | $15,387+49.4% | $12,820+79.4% | $11,407+101.6% |