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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 | $69,213 | $65,367+5.9% | $92,915-25.5% | $72,976-5.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 6.20% | 42.11%-35.9pp | 109.45%-103.2pp | 81.02%-74.8pp |
| Employer contribution / active EE | $555 | $2,594-78.6% | $3,653-84.8% | $2,440-77.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,237 | $4,251-70.9% | $5,796-78.7% | $5,124-75.9% |