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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 | $39,019 | $182,442-78.6% | $163,379-76.1% | $138,895-71.9% |
| Participation rate | 81.3% | 79.8%+1.5pp | 76.8%+4.4pp | 79.9%+1.3pp |
| Annual return | 9.02% | 72.74%-63.7pp | 63.41%-54.4pp | 145.39%-136.4pp |
| Employer contribution / active EE | $107 | $4,159-97.4% | $3,752-97.1% | $4,194-97.4% |
| Participant deferral / active EE | $5,429 | $6,817-20.4% | $6,282-13.6% | $6,396-15.1% |
| Admin fee / account holder | $4,433 | $10,396-57.4% | $9,818-54.8% | $12,562-64.7% |