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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 | $52,280 | $124,425-58.0% | $112,040-53.3% | $137,256-61.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.54% | 24.72%-15.2pp | 24.52%-15.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $347 | $3,411-89.8% | $2,954-88.3% | $4,156-91.7% |
| Participant deferral / active EE | $1,916 | $5,718-66.5% | $5,098-62.4% | $6,407-70.1% |
| Admin fee / account holder | $19,896 | $15,207+30.8% | $12,098+64.5% | $12,270+62.2% |