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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 | $111,545 | $181,896-38.7% | $156,551-28.7% | $273,972-59.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.75% | 30.74%-30.0pp | 32.23%-31.5pp | 41.46%-40.7pp |
| Employer contribution / active EE | $1,004 | $6,248-83.9% | $5,501-81.7% | $4,869-79.4% |
| Participant deferral / active EE | $2,380 | $5,550-57.1% | $4,871-51.1% | $5,287-55.0% |
| Admin fee / account holder | $36,502 | $15,560+134.6% | $13,028+180.2% | $10,133+260.2% |