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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 | $92,946 | $124,425-25.3% | $112,040-17.0% | $137,256-32.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.89% | 24.72%-14.8pp | 24.52%-14.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $599 | $3,411-82.4% | $2,954-79.7% | $4,156-85.6% |
| Participant deferral / active EE | $6,738 | $5,718+17.8% | $5,098+32.2% | $6,407+5.2% |
| Admin fee / account holder | $7,583 | $15,207-50.1% | $12,098-37.3% | $12,270-38.2% |