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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 | $93,888 | $171,272-45.2% | $127,803-26.5% | $152,897-38.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 5.88% | 23.54%-17.7pp | 26.14%-20.3pp | 345.43%-339.6pp |
| Employer contribution / active EE | $655 | $5,451-88.0% | $4,576-85.7% | $4,764-86.3% |
| Participant deferral / active EE | $3,750 | $7,043-46.8% | $6,023-37.7% | $5,851-35.9% |
| Admin fee / account holder | $1,419 | $14,540-90.2% | $9,399-84.9% | $11,599-87.8% |