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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 | $64,975 | $201,372-67.7% | $184,260-64.7% | $145,884-55.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.58% | 29.04%-24.5pp | 28.84%-24.3pp | 551.85%-547.3pp |
| Employer contribution / active EE | $610 | $7,024-91.3% | $6,427-90.5% | $4,662-86.9% |
| Participant deferral / active EE | $3,840 | $9,808-60.8% | $9,133-58.0% | $6,690-42.6% |
| Admin fee / account holder | $541 | $16,362-96.7% | $13,898-96.1% | $13,392-96.0% |