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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 | $63,250 | $110,410-42.7% | $102,437-38.3% | $145,897-56.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 4.80% | 24.85%-20.1pp | 24.95%-20.2pp | 552.29%-547.5pp |
| Employer contribution / active EE | $509 | $4,217-87.9% | $3,871-86.9% | $4,663-89.1% |
| Participant deferral / active EE | $2,500 | $5,622-55.5% | $5,060-50.6% | $6,689-62.6% |
| Admin fee / account holder | $1,816 | $9,745-81.4% | $8,388-78.4% | $13,390-86.4% |