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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 | $58,947 | $111,814-47.3% | $103,378-43.0% | $145,978-59.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.29% | 24.80%-16.5pp | 24.91%-16.6pp | 550.52%-542.2pp |
| Employer contribution / active EE | $655 | $4,215-84.5% | $3,870-83.1% | $4,662-86.0% |
| Participant deferral / active EE | $1,637 | $5,618-70.9% | $5,058-67.6% | $6,690-75.5% |
| Admin fee / account holder | $4,465 | $9,764-54.3% | $8,401-46.9% | $13,400-66.7% |