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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 | $61,743 | $124,425-50.4% | $112,040-44.9% | $137,256-55.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 7.47% | 24.72%-17.2pp | 24.52%-17.0pp | 220.34%-212.9pp |
| Employer contribution / active EE | $761 | $3,411-77.7% | $2,954-74.2% | $4,156-81.7% |
| Participant deferral / active EE | $7,610 | $5,718+33.1% | $5,098+49.3% | $6,407+18.8% |
| Admin fee / account holder | $3,392 | $15,207-77.7% | $12,098-72.0% | $12,270-72.4% |