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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 | $32,570 | $156,398-79.2% | $147,318-77.9% | $138,895-76.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 4.46% | 78.75%-74.3pp | 70.43%-66.0pp | 145.39%-140.9pp |
| Employer contribution / active EE | $801 | $4,853-83.5% | $4,593-82.6% | $4,194-80.9% |
| Participant deferral / active EE | $8,936 | $8,237+8.5% | $7,906+13.0% | $6,396+39.7% |
| Admin fee / account holder | $31,523 | $14,976+110.5% | $13,708+130.0% | $12,562+150.9% |