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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 | $30,127 | $155,555-80.6% | $146,866-79.5% | $155,188-80.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 2.95% | 115.41%-112.5pp | 102.85%-99.9pp | 148.84%-145.9pp |
| Employer contribution / active EE | $200 | $4,647-95.7% | $4,425-95.5% | $4,248-95.3% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,954 | $14,755-86.8% | $13,620-85.7% | $14,480-86.5% |