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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 | $39,250 | $160,070-75.5% | $147,117-73.3% | $145,897-73.1% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 5.80% | 98.69%-92.9pp | 420.54%-414.7pp | 552.29%-546.5pp |
| Employer contribution / active EE | $663 | $5,285-87.5% | $4,932-86.6% | $4,663-85.8% |
| Participant deferral / active EE | $9,709 | $8,419+15.3% | $8,065+20.4% | $6,689+45.1% |
| Admin fee / account holder | $122,529 | $15,035+714.9% | $12,993+843.1% | $13,390+815.1% |