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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 | $89,918 | $185,312-51.5% | $161,489-44.3% | $154,746-41.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.57% | 103.84%-97.3pp | 89.72%-83.2pp | 172.34%-165.8pp |
| Employer contribution / active EE | $545 | $4,769-88.6% | $4,268-87.2% | $4,379-87.5% |
| Participant deferral / active EE | $7,091 | $6,350+11.7% | $5,630+26.0% | $6,730+5.4% |
| Admin fee / account holder | $739 | $18,654-96.0% | $16,006-95.4% | $14,365-94.9% |