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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 | $63,604 | $111,814-43.1% | $103,374-38.5% | $145,959-56.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.96% | 24.77%-17.8pp | 24.89%-17.9pp | 561.95%-555.0pp |
| Employer contribution / active EE | $630 | $4,214-85.0% | $3,869-83.7% | $4,661-86.5% |
| Participant deferral / active EE | $1,860 | $5,618-66.9% | $5,058-63.2% | $6,689-72.2% |
| Admin fee / account holder | $42,623 | $9,754+337.0% | $8,394+407.8% | $13,398+218.1% |