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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 | $78,893 | $72,071+9.5% | $68,368+15.4% | $137,256-42.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 4.95% | 353.14%-348.2pp | 292.57%-287.6pp | 220.34%-215.4pp |
| Employer contribution / active EE | $178 | $2,788-93.6% | $2,649-93.3% | $4,156-95.7% |
| Participant deferral / active EE | $706 | $4,410-84.0% | $4,123-82.9% | $6,407-89.0% |
| Admin fee / account holder | $786 | $5,336-85.3% | $5,150-84.7% | $12,270-93.6% |