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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 | $25,942 | $156,398-83.4% | $147,318-82.4% | $138,895-81.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 2.88% | 78.75%-75.9pp | 70.43%-67.6pp | 145.39%-142.5pp |
| Employer contribution / active EE | $698 | $4,853-85.6% | $4,593-84.8% | $4,194-83.4% |
| Participant deferral / active EE | $11,956 | $8,237+45.1% | $7,906+51.2% | $6,396+86.9% |
| Admin fee / account holder | $12,615 | $14,976-15.8% | $13,708-8.0% | $12,562+0.4% |