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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 | $70,944 | $172,111-58.8% | $150,298-52.8% | $137,256-48.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.58% | 69.37%-64.8pp | 62.79%-58.2pp | 220.34%-215.8pp |
| Employer contribution / active EE | $672 | $4,636-85.5% | $4,154-83.8% | $4,156-83.8% |
| Participant deferral / active EE | $12,633 | $6,166+104.9% | $5,453+131.7% | $6,407+97.2% |
| Admin fee / account holder | $110,356 | $16,471+570.0% | $14,116+681.8% | $12,270+799.4% |