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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 | $56,373 | $157,276-64.2% | $141,177-60.1% | $152,885-63.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.76% | 64.33%-52.6pp | 71.40%-59.6pp | 345.39%-333.6pp |
| Employer contribution / active EE | $919 | $5,262-82.5% | $4,736-80.6% | $4,763-80.7% |
| Participant deferral / active EE | $3,926 | $7,110-44.8% | $6,710-41.5% | $5,851-32.9% |
| Admin fee / account holder | $2,621 | $12,123-78.4% | $10,263-74.5% | $11,598-77.4% |