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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 | $137,663 | $201,264-31.6% | $184,185-25.3% | $145,978-5.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.02% | 29.00%-21.0pp | 28.81%-20.8pp | 550.52%-542.5pp |
| Employer contribution / active EE | $926 | $7,021-86.8% | $6,426-85.6% | $4,662-80.1% |
| Participant deferral / active EE | $6,006 | $9,806-38.8% | $9,132-34.2% | $6,690-10.2% |
| Admin fee / account holder | $632 | $16,376-96.1% | $13,909-95.5% | $13,400-95.3% |