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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 | $29,187 | $201,344-85.5% | $184,243-84.2% | $145,877-80.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.37% | 29.01%-21.6pp | 28.82%-21.4pp | 551.28%-543.9pp |
| Employer contribution / active EE | $504 | $7,022-92.8% | $6,427-92.2% | $4,663-89.2% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10,996 | $16,382-32.9% | $13,914-21.0% | $13,402-18.0% |