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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 | $201,372-65.8% | $184,260-62.6% | $145,884-52.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.63% | 29.04%-24.4pp | 28.84%-24.2pp | 551.85%-547.2pp |
| Employer contribution / active EE | $1,327 | $7,024-81.1% | $6,427-79.4% | $4,662-71.5% |
| Participant deferral / active EE | $5,000 | $9,808-49.0% | $9,133-45.3% | $6,690-25.3% |
| Admin fee / account holder | $1,551 | $16,362-90.5% | $13,898-88.8% | $13,392-88.4% |