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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 | $81,899 | $123,793-33.8% | $177,848-53.9% | $79,856+2.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 1.02% | 22.82%-21.8pp | 48.33%-47.3pp | 31.71%-30.7pp |
| Employer contribution / active EE | $955 | $4,095-76.7% | $5,919-83.9% | $2,471-61.4% |
| Participant deferral / active EE | $4,227 | $5,956-29.0% | $7,714-45.2% | $3,741+13.0% |
| Admin fee / account holder | $10,432 | $7,243+44.0% | $12,431-16.1% | $5,306+96.6% |