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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 | $76,943 | $126,661-39.3% | $113,397-32.1% | $138,895-44.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 9.77% | 25.05%-15.3pp | 23.20%-13.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $562 | $3,456-83.7% | $2,977-81.1% | $4,194-86.6% |
| Participant deferral / active EE | $3,479 | $5,693-38.9% | $5,076-31.5% | $6,396-45.6% |
| Admin fee / account holder | $653 | $14,549-95.5% | $11,957-94.5% | $12,562-94.8% |