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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 | $67,470 | $181,896-62.9% | $156,551-56.9% | $273,972-75.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.01% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $953 | $6,248-84.7% | $5,501-82.7% | $4,869-80.4% |
| Participant deferral / active EE | $13,200 | $5,550+137.8% | $4,871+171.0% | $5,287+149.7% |
| Admin fee / account holder | $1,800 | $15,560-88.4% | $13,028-86.2% | $10,133-82.2% |