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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 | $91,893 | $162,136-43.3% | $152,301-39.7% | $154,746-40.6% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 5.20% | 91.02%-85.8pp | 80.50%-75.3pp | 172.34%-167.1pp |
| Employer contribution / active EE | $43 | $4,890-99.1% | $4,624-99.1% | $4,379-99.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,039 | $15,759-74.4% | $14,398-71.9% | $14,365-71.9% |