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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 | $61,447 | $132,099-53.5% | $115,599-46.8% | $138,895-55.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.3%+0.7pp | 79.9%-4.9pp |
| Annual return | 1.93% | 176.76%-174.8pp | 111.10%-109.2pp | 145.39%-143.5pp |
| Employer contribution / active EE | $175 | $3,416-94.9% | $2,955-94.1% | $4,194-95.8% |
| Participant deferral / active EE | $1,633 | $5,617-70.9% | $4,889-66.6% | $6,396-74.5% |
| Admin fee / account holder | $1,732 | $15,650-88.9% | $12,841-86.5% | $12,562-86.2% |