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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 | $40,914 | $135,956-69.9% | $123,894-67.0% | $273,972-85.1% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 0.37% | 56.63%-56.3pp | 47.52%-47.1pp | 41.46%-41.1pp |
| Employer contribution / active EE | $536 | $5,170-89.6% | $4,617-88.4% | $4,869-89.0% |
| Participant deferral / active EE | $2,120 | $6,343-66.6% | $5,984-64.6% | $5,287-59.9% |
| Admin fee / account holder | $38,421 | $9,817+291.3% | $8,357+359.7% | $10,133+279.2% |