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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 | $45,592 | $144,130-68.4% | $117,861-61.3% | $147,586-69.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 6.99% | 531.20%-524.2pp | 335.11%-328.1pp | 578.59%-571.6pp |
| Employer contribution / active EE | $468 | $4,897-90.5% | $3,786-87.7% | $4,876-90.4% |
| Participant deferral / active EE | $7,033 | $5,316+32.3% | $4,482+56.9% | $5,439+29.3% |
| Admin fee / account holder | $21,766 | $10,887+99.9% | $8,021+171.4% | $10,886+99.9% |