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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 | $146,267-67.9% | $197,124-76.2% | $82,448-43.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 10.67% | 29.61%-18.9pp | 44.34%-33.7pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,237 | $4,723-73.8% | $6,227-80.1% | $2,551-51.5% |
| Participant deferral / active EE | $6,114 | $7,035-13.1% | $9,135-33.1% | $4,139+47.7% |
| Admin fee / account holder | $21,551 | $14,422+49.4% | $16,298+32.2% | $7,234+197.9% |