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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 | $47,671 | $157,304-69.7% | $141,197-66.2% | $152,909-68.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.91% | 64.34%-51.4pp | 71.41%-58.5pp | 345.46%-332.6pp |
| Employer contribution / active EE | $830 | $5,263-84.2% | $4,736-82.5% | $4,764-82.6% |
| Participant deferral / active EE | $2,755 | $7,111-61.3% | $6,710-58.9% | $5,851-52.9% |
| Admin fee / account holder | $18,951 | $12,126+56.3% | $10,265+84.6% | $11,601+63.4% |