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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 | $115,256 | $157,296-26.7% | $141,191-18.4% | $152,897-24.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.88% | 64.34%-53.5pp | 71.41%-60.5pp | 345.43%-334.6pp |
| Employer contribution / active EE | $328 | $5,262-93.8% | $4,736-93.1% | $4,764-93.1% |
| Participant deferral / active EE | $3,500 | $7,111-50.8% | $6,710-47.8% | $5,851-40.2% |
| Admin fee / account holder | $10,701 | $12,125-11.7% | $10,264+4.3% | $11,599-7.7% |