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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 | $33,154 | $160,028-79.3% | $147,080-77.5% | $145,884-77.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 9.08% | 98.60%-89.5pp | 420.17%-411.1pp | 551.85%-542.8pp |
| Employer contribution / active EE | $521 | $5,286-90.2% | $4,933-89.4% | $4,662-88.8% |
| Participant deferral / active EE | $4,553 | $8,422-45.9% | $8,066-43.5% | $6,690-31.9% |
| Admin fee / account holder | $7,370 | $15,030-51.0% | $12,989-43.3% | $13,392-45.0% |