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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 | $107,431 | $175,257-38.7% | $149,717-28.2% | $139,456-23.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.39% | 166.70%-158.3pp | 134.41%-126.0pp | 373.45%-365.1pp |
| Employer contribution / active EE | $1,016 | $5,477-81.5% | $4,820-78.9% | $4,753-78.6% |
| Participant deferral / active EE | $8,321 | $6,521+27.6% | $5,682+46.4% | $6,711+24.0% |
| Admin fee / account holder | $1,274 | $16,156-92.1% | $13,213-90.4% | $11,407-88.8% |