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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 | $116,318 | $198,457-41.4% | $170,435-31.8% | $147,586-21.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.44% | 257.30%-249.9pp | 205.94%-198.5pp | 578.59%-571.2pp |
| Employer contribution / active EE | $1,037 | $6,183-83.2% | $5,432-80.9% | $4,876-78.7% |
| Participant deferral / active EE | $2,640 | $5,629-53.1% | $4,939-46.5% | $5,439-51.5% |
| Admin fee / account holder | $1,757 | $16,852-89.6% | $13,881-87.3% | $10,886-83.9% |