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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 | $74,037 | $93,617-20.9% | $135,982-45.6% | $75,177-1.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 10.34% | 30.89%-20.5pp | 68.32%-58.0pp | 160.75%-150.4pp |
| Employer contribution / active EE | $130 | $3,538-96.3% | $4,859-97.3% | $2,671-95.1% |
| Participant deferral / active EE | $2,723 | $6,406-57.5% | $7,760-64.9% | $4,126-34.0% |
| Admin fee / account holder | $2,342 | $6,980-66.4% | $10,767-78.2% | $5,651-58.6% |