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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 | $132,099-50.3% | $115,599-43.2% | $138,895-52.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 7.10% | 176.76%-169.7pp | 111.10%-104.0pp | 145.39%-138.3pp |
| Employer contribution / active EE | $286 | $3,416-91.6% | $2,955-90.3% | $4,194-93.2% |
| Participant deferral / active EE | $2,828 | $5,617-49.7% | $4,889-42.2% | $6,396-55.8% |
| Admin fee / account holder | $1,006 | $15,650-93.6% | $12,841-92.2% | $12,562-92.0% |