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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 | $59,268 | $165,361-64.2% | $149,715-60.4% | $158,950-62.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.75% | 348.24%-342.5pp | 276.66%-270.9pp | 302.91%-297.2pp |
| Employer contribution / active EE | $113 | $5,103-97.8% | $4,645-97.6% | $4,762-97.6% |
| Participant deferral / active EE | $7,200 | $7,182+0.3% | $6,842+5.2% | $5,983+20.3% |
| Admin fee / account holder | $30,472 | $10,808+181.9% | $9,310+227.3% | $11,248+170.9% |