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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 | $110,379-42.4% | $102,412-37.9% | $145,884-56.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.96% | 24.84%-17.9pp | 24.94%-18.0pp | 551.85%-544.9pp |
| Employer contribution / active EE | $630 | $4,216-85.1% | $3,870-83.7% | $4,662-86.5% |
| Participant deferral / active EE | $1,860 | $5,622-66.9% | $5,060-63.2% | $6,690-72.2% |
| Admin fee / account holder | $42,623 | $9,745+337.4% | $8,388+408.2% | $13,392+218.3% |