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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 | $162,785 | $152,592+6.7% | $125,180+30.0% | $152,885+6.5% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 0.36% | 54.84%-54.5pp | 43.79%-43.4pp | 345.39%-345.0pp |
| Employer contribution / active EE | $454 | $4,947-90.8% | $3,866-88.3% | $4,763-90.5% |
| Participant deferral / active EE | $2,367 | $5,868-59.7% | $4,937-52.0% | $5,851-59.5% |
| Admin fee / account holder | $476 | $13,435-96.5% | $9,703-95.1% | $11,598-95.9% |