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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 | $43,199 | $183,592-76.5% | $155,567-72.2% | $145,959-70.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.25% | 61.24%-56.0pp | 64.74%-59.5pp | 561.95%-556.7pp |
| Employer contribution / active EE | $875 | $5,315-83.5% | $4,674-81.3% | $4,661-81.2% |
| Participant deferral / active EE | $20,296 | $6,464+214.0% | $5,628+260.6% | $6,689+203.4% |
| Admin fee / account holder | $74,499 | $19,318+285.6% | $15,916+368.1% | $13,398+456.1% |