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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 | $114,348 | $65,712+74.0% | $57,196+99.9% | $273,972-58.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.35% | 22.01%-21.7pp | 14.59%-14.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $10 | $3,280-99.7% | $2,683-99.6% | $4,869-99.8% |
| Participant deferral / active EE | $1,808 | $3,782-52.2% | $3,096-41.6% | $5,287-65.8% |
| Admin fee / account holder | $13,157 | $4,838+172.0% | $3,141+318.9% | $10,133+29.8% |