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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 | $31,130 | $132,634-76.5% | $115,768-73.1% | $137,256-77.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 9.15% | 160.70%-151.5pp | 100.46%-91.3pp | 220.34%-211.2pp |
| Employer contribution / active EE | $517 | $3,360-84.6% | $2,940-82.4% | $4,156-87.6% |
| Participant deferral / active EE | $2,184 | $5,619-61.1% | $4,917-55.6% | $6,407-65.9% |
| Admin fee / account holder | $11,754 | $15,028-21.8% | $12,439-5.5% | $12,270-4.2% |