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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 | $181,062-75.0% | $158,223-71.4% | $155,188-70.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 6.87% | 57.39%-50.5pp | 52.09%-45.2pp | 148.84%-142.0pp |
| Employer contribution / active EE | $209 | $4,565-95.4% | $4,109-94.9% | $4,248-95.1% |
| Participant deferral / active EE | $5,625 | $6,134-8.3% | $5,467+2.9% | $6,531-13.9% |
| Admin fee / account holder | $68,854 | $18,825+265.8% | $16,047+329.1% | $14,480+375.5% |