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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 | $32,182 | $114,119-71.8% | $107,187-70.0% | $138,895-76.8% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 79.9%+4.7pp |
| Annual return | 9.90% | 273.21%-263.3pp | 204.55%-194.6pp | 145.39%-135.5pp |
| Employer contribution / active EE | $289 | $4,059-92.9% | $3,782-92.4% | $4,194-93.1% |
| Participant deferral / active EE | $1,534 | $5,538-72.3% | $5,096-69.9% | $6,396-76.0% |
| Admin fee / account holder | $1,615 | $10,024-83.9% | $9,162-82.4% | $12,562-87.1% |