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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 | $27,035 | $201,372-86.6% | $184,260-85.3% | $145,884-81.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.67% | 29.04%-21.4pp | 28.84%-21.2pp | 551.85%-544.2pp |
| Employer contribution / active EE | $1,023 | $7,024-85.4% | $6,427-84.1% | $4,662-78.1% |
| Participant deferral / active EE | $6,119 | $9,808-37.6% | $9,133-33.0% | $6,690-8.5% |
| Admin fee / account holder | $7,310 | $16,362-55.3% | $13,898-47.4% | $13,392-45.4% |