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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 | $69,489 | $156,398-55.6% | $147,318-52.8% | $138,895-50.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 2.23% | 78.75%-76.5pp | 70.43%-68.2pp | 145.39%-143.2pp |
| Employer contribution / active EE | $219 | $4,853-95.5% | $4,593-95.2% | $4,194-94.8% |
| Participant deferral / active EE | $4,699 | $8,237-43.0% | $7,906-40.6% | $6,396-26.5% |
| Admin fee / account holder | $242,486 | $14,976+1519.2% | $13,708+1669.0% | $12,562+1830.3% |