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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 | $74,208 | $94,436-21.4% | $115,599-35.8% | $82,637-10.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 11.39% | 18.37%-7.0pp | 111.10%-99.7pp | 53.51%-42.1pp |
| Employer contribution / active EE | $261 | $2,324-88.8% | $2,955-91.2% | $2,552-89.8% |
| Participant deferral / active EE | $3,437 | $3,955-13.1% | $4,889-29.7% | $4,126-16.7% |
| Admin fee / account holder | $8,307 | $10,328-19.6% | $12,841-35.3% | $7,339+13.2% |