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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 | $35,919 | $124,980-71.3% | $108,359-66.9% | $154,746-76.8% |
| Participation rate | 90.9% | 75.2%+15.7pp | 70.1%+20.8pp | 80.7%+10.2pp |
| Annual return | 5.55% | 45.00%-39.4pp | 36.89%-31.3pp | 172.34%-166.8pp |
| Employer contribution / active EE | $35 | $2,851-98.8% | $2,399-98.6% | $4,379-99.2% |
| Participant deferral / active EE | $4,602 | $4,743-3.0% | $4,137+11.2% | $6,730-31.6% |
| Admin fee / account holder | $30,447 | $11,502+164.7% | $9,741+212.6% | $14,365+112.0% |