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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 | $126,661-69.9% | $113,397-66.4% | $138,895-72.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 6.31% | 25.05%-18.7pp | 23.20%-16.9pp | 145.39%-139.1pp |
| Employer contribution / active EE | $51 | $3,456-98.5% | $2,977-98.3% | $4,194-98.8% |
| Participant deferral / active EE | $2,569 | $5,693-54.9% | $5,076-49.4% | $6,396-59.8% |
| Admin fee / account holder | $9,624 | $14,549-33.9% | $11,957-19.5% | $12,562-23.4% |