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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 | $89,973 | $126,661-29.0% | $113,397-20.7% | $138,895-35.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 7.76% | 25.05%-17.3pp | 23.20%-15.4pp | 145.39%-137.6pp |
| Employer contribution / active EE | $813 | $3,456-76.5% | $2,977-72.7% | $4,194-80.6% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,640 | $14,549-75.0% | $11,957-69.6% | $12,562-71.0% |