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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 | $45,214 | $185,312-75.6% | $161,489-72.0% | $154,746-70.8% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 6.87% | 103.84%-97.0pp | 89.72%-82.8pp | 172.34%-165.5pp |
| Employer contribution / active EE | $209 | $4,769-95.6% | $4,268-95.1% | $4,379-95.2% |
| Participant deferral / active EE | $5,625 | $6,350-11.4% | $5,630-0.1% | $6,730-16.4% |
| Admin fee / account holder | $68,854 | $18,654+269.1% | $16,006+330.2% | $14,365+379.3% |