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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 | $79,331 | $76,371+3.9% | $93,621-15.3% | $72,976+8.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 16.03% | 25.82%-9.8pp | 32.76%-16.7pp | 81.02%-65.0pp |
| Employer contribution / active EE | $249 | $2,276-89.0% | $2,719-90.8% | $2,440-89.8% |
| Participant deferral / active EE | $4,323 | $3,538+22.2% | $4,070+6.2% | $3,608+19.8% |
| Admin fee / account holder | $1,657 | $6,839-75.8% | $7,890-79.0% | $5,124-67.7% |