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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 | $129,412 | $181,896-28.9% | $156,551-17.3% | $273,972-52.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -3.95% | 30.74%-34.7pp | 32.23%-36.2pp | 41.46%-45.4pp |
| Employer contribution / active EE | $500 | $6,248-92.0% | $5,501-90.9% | $4,869-89.7% |
| Participant deferral / active EE | $6,817 | $5,550+22.8% | $4,871+39.9% | $5,287+28.9% |
| Admin fee / account holder | $1,137 | $15,560-92.7% | $13,028-91.3% | $10,133-88.8% |