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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 | $96,899 | $183,627-47.2% | $155,602-37.7% | $145,978-33.6% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 3.71% | 61.32%-57.6pp | 64.81%-61.1pp | 550.52%-546.8pp |
| Employer contribution / active EE | $828 | $5,316-84.4% | $4,675-82.3% | $4,662-82.2% |
| Participant deferral / active EE | $5,383 | $6,466-16.7% | $5,629-4.4% | $6,690-19.5% |
| Admin fee / account holder | $166,380 | $19,327+760.9% | $15,923+944.9% | $13,400+1141.6% |