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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 | $136,278 | $110,379+23.5% | $102,412+33.1% | $145,884-6.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.00% | 24.84%-16.8pp | 24.94%-16.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $745 | $4,216-82.3% | $3,870-80.8% | $4,662-84.0% |
| Participant deferral / active EE | $4,932 | $5,622-12.3% | $5,060-2.5% | $6,690-26.3% |
| Admin fee / account holder | $1,913 | $9,745-80.4% | $8,388-77.2% | $13,392-85.7% |