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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 | $47,192 | $162,136-70.9% | $152,301-69.0% | $154,746-69.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.04% | 91.02%-83.0pp | 80.50%-72.5pp | 172.34%-164.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,783 | $8,341-66.6% | $8,004-65.2% | $6,730-58.6% |
| Admin fee / account holder | $1,282 | $15,759-91.9% | $14,398-91.1% | $14,365-91.1% |