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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 | $23,503 | $181,062-87.0% | $158,223-85.1% | $155,188-84.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 4.05% | 57.39%-53.3pp | 52.09%-48.0pp | 148.84%-144.8pp |
| Employer contribution / active EE | $294 | $4,565-93.6% | $4,109-92.9% | $4,248-93.1% |
| Participant deferral / active EE | $15,500 | $6,134+152.7% | $5,467+183.5% | $6,531+137.3% |
| Admin fee / account holder | $53,124 | $18,825+182.2% | $16,047+231.0% | $14,480+266.9% |