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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 | $29,897 | $162,136-81.6% | $152,301-80.4% | $154,746-80.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.05% | 91.02%-81.0pp | 80.50%-70.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $782 | $4,890-84.0% | $4,624-83.1% | $4,379-82.1% |
| Participant deferral / active EE | $5,284 | $8,341-36.7% | $8,004-34.0% | $6,730-21.5% |
| Admin fee / account holder | $11,156 | $15,759-29.2% | $14,398-22.5% | $14,365-22.3% |