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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 | $68,598 | $162,136-57.7% | $152,301-55.0% | $154,746-55.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.99% | 91.02%-82.0pp | 80.50%-71.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $2 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,198 | $8,341-61.7% | $8,004-60.0% | $6,730-52.5% |
| Admin fee / account holder | $446 | $15,759-97.2% | $14,398-96.9% | $14,365-96.9% |