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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 | $43,544 | $110,379-60.6% | $102,412-57.5% | $145,884-70.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 4.95% | 24.84%-19.9pp | 24.94%-20.0pp | 551.85%-546.9pp |
| Employer contribution / active EE | $121 | $4,216-97.1% | $3,870-96.9% | $4,662-97.4% |
| Participant deferral / active EE | $3,875 | $5,622-31.1% | $5,060-23.4% | $6,690-42.1% |
| Admin fee / account holder | $31,779 | $9,745+226.1% | $8,388+278.9% | $13,392+137.3% |