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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 | $38,073 | $124,425-69.4% | $112,040-66.0% | $137,256-72.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 6.31% | 24.72%-18.4pp | 24.52%-18.2pp | 220.34%-214.0pp |
| Employer contribution / active EE | $51 | $3,411-98.5% | $2,954-98.3% | $4,156-98.8% |
| Participant deferral / active EE | $2,569 | $5,718-55.1% | $5,098-49.6% | $6,407-59.9% |
| Admin fee / account holder | $9,624 | $15,207-36.7% | $12,098-20.5% | $12,270-21.6% |