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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 | $71,033 | $129,737-45.2% | $119,126-40.4% | $154,746-54.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 8.83% | 379.08%-370.3pp | 282.11%-273.3pp | 172.34%-163.5pp |
| Employer contribution / active EE | $748 | $4,375-82.9% | $4,034-81.5% | $4,379-82.9% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $723 | $11,961-94.0% | $10,693-93.2% | $14,365-95.0% |