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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 | $178,174-68.2% | $156,181-63.8% | $137,256-58.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.90% | 84.19%-76.3pp | 64.87%-57.0pp | 220.34%-212.4pp |
| Employer contribution / active EE | $422 | $4,972-91.5% | $4,294-90.2% | $4,156-89.8% |
| Participant deferral / active EE | $3,211 | $6,888-53.4% | $6,132-47.6% | $6,407-49.9% |
| Admin fee / account holder | $25,938 | $17,404+49.0% | $14,586+77.8% | $12,270+111.4% |