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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 | $86,892 | $149,778-42.0% | $118,946-26.9% | $158,966-45.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 3.16% | 19.95%-16.8pp | 35.89%-32.7pp | 302.95%-299.8pp |
| Employer contribution / active EE | $517 | $4,117-87.4% | $3,263-84.2% | $4,762-89.1% |
| Participant deferral / active EE | $8,667 | $5,225+65.9% | $4,266+103.2% | $5,983+44.9% |
| Admin fee / account holder | $1,107 | $8,604-87.1% | $6,581-83.2% | $11,250-90.2% |