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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 | $84,481 | $185,883-54.6% | $170,043-50.3% | $139,466-39.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.04% | 60.54%-53.5pp | 53.40%-46.4pp | 373.66%-366.6pp |
| Employer contribution / active EE | $625 | $7,596-91.8% | $6,790-90.8% | $4,754-86.9% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,027 | $15,393-86.8% | $12,824-84.2% | $11,409-82.2% |