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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 | $106,213 | $138,366-23.2% | $184,185-42.3% | $80,911+31.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.68% | 20.02%-10.3pp | 28.81%-19.1pp | 35.63%-25.9pp |
| Employer contribution / active EE | $909 | $4,849-81.3% | $6,426-85.9% | $2,756-67.0% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,672 | $10,484-55.4% | $13,909-66.4% | $6,935-32.6% |