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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 | $37,720 | $148,582-74.6% | $135,942-72.3% | $139,456-73.0% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 9.45% | 79.26%-69.8pp | 68.28%-58.8pp | 373.45%-364.0pp |
| Employer contribution / active EE | $143 | $5,245-97.3% | $4,858-97.1% | $4,753-97.0% |
| Participant deferral / active EE | $4,913 | $8,101-39.4% | $7,759-36.7% | $6,711-26.8% |
| Admin fee / account holder | $58,932 | $12,402+375.2% | $10,764+447.5% | $11,407+416.6% |