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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 | $234,594 | $138,385+69.5% | $184,200+27.4% | $80,874+190.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 0.23% | 20.02%-19.8pp | 28.80%-28.6pp | 35.62%-35.4pp |
| Employer contribution / active EE | $685 | $4,849-85.9% | $6,424-89.3% | $2,756-75.1% |
| Participant deferral / active EE | $3,748 | $7,073-47.0% | $9,132-59.0% | $4,297-12.8% |
| Admin fee / account holder | $1,002 | $10,483-90.4% | $13,907-92.8% | $6,935-85.6% |