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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 | $65,623 | $132,634-50.5% | $115,768-43.3% | $137,256-52.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 7.10% | 160.70%-153.6pp | 100.46%-93.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $286 | $3,360-91.5% | $2,940-90.3% | $4,156-93.1% |
| Participant deferral / active EE | $2,828 | $5,619-49.7% | $4,917-42.5% | $6,407-55.9% |
| Admin fee / account holder | $1,006 | $15,028-93.3% | $12,439-91.9% | $12,270-91.8% |