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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 | $30,028 | $183,516-83.6% | $155,534-80.7% | $145,884-79.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.76% | 61.43%-52.7pp | 64.92%-56.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $773 | $5,315-85.5% | $4,675-83.5% | $4,662-83.4% |
| Participant deferral / active EE | $3,998 | $6,467-38.2% | $5,630-29.0% | $6,690-40.2% |
| Admin fee / account holder | $8,897 | $19,293-53.9% | $15,900-44.0% | $13,392-33.6% |