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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 | $34,161 | $102,609-66.7% | $98,090-65.2% | $138,895-75.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 10.76% | 36.44%-25.7pp | 37.05%-26.3pp | 145.39%-134.6pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,149 | $8,167-37.0% | $7,845-34.4% | $6,396-19.5% |
| Admin fee / account holder | $12,667 | $11,434+10.8% | $11,815+7.2% | $12,562+0.8% |