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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 | $109,878 | $172,111-36.2% | $150,298-26.9% | $137,256-19.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 1.85% | 69.37%-67.5pp | 62.79%-60.9pp | 220.34%-218.5pp |
| Employer contribution / active EE | $287 | $4,636-93.8% | $4,154-93.1% | $4,156-93.1% |
| Participant deferral / active EE | $2,240 | $6,166-63.7% | $5,453-58.9% | $6,407-65.0% |
| Admin fee / account holder | $8,923 | $16,471-45.8% | $14,116-36.8% | $12,270-27.3% |