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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 | $68,968 | $201,344-65.7% | $184,243-62.6% | $145,877-52.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.63% | 29.01%-24.4pp | 28.82%-24.2pp | 551.28%-546.7pp |
| Employer contribution / active EE | $1,327 | $7,022-81.1% | $6,427-79.4% | $4,663-71.6% |
| Participant deferral / active EE | $5,000 | $9,807-49.0% | $9,132-45.2% | $6,691-25.3% |
| Admin fee / account holder | $1,551 | $16,382-90.5% | $13,914-88.9% | $13,402-88.4% |