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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 | $33,473 | $153,769-78.2% | $133,975-75.0% | $273,972-87.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.52% | 36.51%-35.0pp | 29.29%-27.8pp | 41.46%-39.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,970 | $6,958-57.3% | $6,282-52.7% | $5,287-43.8% |
| Admin fee / account holder | $322 | $11,765-97.3% | $9,324-96.5% | $10,133-96.8% |