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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 | $108,783 | $118,708-8.4% | $98,920+10.0% | $158,982-31.6% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 5.04% | 372.49%-367.4pp | 196.47%-191.4pp | 302.99%-297.9pp |
| Employer contribution / active EE | $125 | $3,334-96.3% | $2,689-95.4% | $4,763-97.4% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,783 | $10,134-82.4% | $6,643-73.2% | $11,252-84.2% |