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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 | $46,968 | $143,969-67.4% | $199,883-76.5% | $82,637-43.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 10.67% | 25.67%-15.0pp | 43.81%-33.1pp | 53.51%-42.8pp |
| Employer contribution / active EE | $1,237 | $4,632-73.3% | $6,261-80.2% | $2,552-51.5% |
| Participant deferral / active EE | $6,114 | $6,937-11.9% | $9,138-33.1% | $4,126+48.2% |
| Admin fee / account holder | $21,551 | $14,597+47.6% | $17,268+24.8% | $7,339+193.7% |