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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 | $85,774 | $209,336-59.0% | $197,124-56.5% | $137,256-37.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.79% | 48.09%-40.3pp | 44.34%-36.6pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,299 | $6,591-80.3% | $6,227-79.1% | $4,156-68.8% |
| Participant deferral / active EE | $5,091 | $9,614-47.0% | $9,135-44.3% | $6,407-20.5% |
| Admin fee / account holder | $1,007 | $17,308-94.2% | $16,298-93.8% | $12,270-91.8% |