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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 | $74,035 | $72,486+2.1% | $87,103-15.0% | $72,976+1.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.06% | 24.46%-13.4pp | 28.19%-17.1pp | 81.02%-70.0pp |
| Employer contribution / active EE | $182 | $1,894-90.4% | $2,521-92.8% | $2,440-92.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,791 | $5,055+73.9% | $7,491+17.3% | $5,124+71.6% |