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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 | $28,951 | $178,174-83.8% | $156,181-81.5% | $137,256-78.9% |
| Participation rate | 70.8% | 82.0%-11.2pp | 78.8%-8.0pp | 80.0%-9.1pp |
| Annual return | 4.77% | 84.19%-79.4pp | 64.87%-60.1pp | 220.34%-215.6pp |
| Employer contribution / active EE | $798 | $4,972-83.9% | $4,294-81.4% | $4,156-80.8% |
| Participant deferral / active EE | $3,640 | $6,888-47.1% | $6,132-40.6% | $6,407-43.2% |
| Admin fee / account holder | $34,612 | $17,404+98.9% | $14,586+137.3% | $12,270+182.1% |