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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 | $72,926 | $107,368-32.1% | $92,915-21.5% | $152,909-52.3% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.5%-6.3pp |
| Annual return | 3.08% | 145.64%-142.6pp | 109.45%-106.4pp | 345.46%-342.4pp |
| Employer contribution / active EE | $697 | $4,222-83.5% | $3,653-80.9% | $4,764-85.4% |
| Participant deferral / active EE | $3,848 | $4,848-20.6% | $4,238-9.2% | $5,851-34.2% |
| Admin fee / account holder | $472 | $7,082-93.3% | $5,796-91.9% | $11,601-95.9% |