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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 | $126,843 | $184,014-31.1% | $161,149-21.3% | $138,895-8.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 5.69% | 21.52%-15.8pp | 21.16%-15.5pp | 145.39%-139.7pp |
| Employer contribution / active EE | $939 | $5,055-81.4% | $4,360-78.5% | $4,194-77.6% |
| Participant deferral / active EE | $11,034 | $6,909+59.7% | $6,153+79.3% | $6,396+72.5% |
| Admin fee / account holder | $223,369 | $18,027+1139.1% | $15,194+1370.1% | $12,562+1678.1% |