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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 | $33,855 | $124,425-72.8% | $112,040-69.8% | $137,256-75.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.98% | 24.72%-15.7pp | 24.52%-15.5pp | 220.34%-211.4pp |
| Employer contribution / active EE | $250 | $3,411-92.7% | $2,954-91.5% | $4,156-94.0% |
| Participant deferral / active EE | $2,380 | $5,718-58.4% | $5,098-53.3% | $6,407-62.9% |
| Admin fee / account holder | $2,320 | $15,207-84.7% | $12,098-80.8% | $12,270-81.1% |