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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 | $113,833 | $183,516-38.0% | $155,534-26.8% | $145,884-22.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.07% | 61.43%-53.4pp | 64.92%-56.8pp | 551.85%-543.8pp |
| Employer contribution / active EE | $319 | $5,315-94.0% | $4,675-93.2% | $4,662-93.2% |
| Participant deferral / active EE | $4,500 | $6,467-30.4% | $5,630-20.1% | $6,690-32.7% |
| Admin fee / account holder | $683 | $19,293-96.5% | $15,900-95.7% | $13,392-94.9% |