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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 | $26,032 | $156,398-83.4% | $147,318-82.3% | $138,895-81.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.85% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.5pp |
| Employer contribution / active EE | $901 | $4,853-81.4% | $4,593-80.4% | $4,194-78.5% |
| Participant deferral / active EE | $17,837 | $8,237+116.5% | $7,906+125.6% | $6,396+178.9% |
| Admin fee / account holder | $38,638 | $14,976+158.0% | $13,708+181.9% | $12,562+207.6% |