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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 | $56,614 | $184,014-69.2% | $161,149-64.9% | $138,895-59.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 7.90% | 21.52%-13.6pp | 21.16%-13.3pp | 145.39%-137.5pp |
| Employer contribution / active EE | $422 | $5,055-91.7% | $4,360-90.3% | $4,194-89.9% |
| Participant deferral / active EE | $3,211 | $6,909-53.5% | $6,153-47.8% | $6,396-49.8% |
| Admin fee / account holder | $25,938 | $18,027+43.9% | $15,194+70.7% | $12,562+106.5% |