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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 | $25,942 | $155,555-83.3% | $146,866-82.3% | $155,188-83.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 2.88% | 115.41%-112.5pp | 102.85%-100.0pp | 148.84%-146.0pp |
| Employer contribution / active EE | $698 | $4,647-85.0% | $4,425-84.2% | $4,248-83.6% |
| Participant deferral / active EE | $11,956 | $8,044+48.6% | $7,759+54.1% | $6,531+83.1% |
| Admin fee / account holder | $12,615 | $14,755-14.5% | $13,620-7.4% | $14,480-12.9% |