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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 | $92,300 | $198,457-53.5% | $170,435-45.8% | $147,586-37.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 1.01% | 257.30%-256.3pp | 205.94%-204.9pp | 578.59%-577.6pp |
| Employer contribution / active EE | $412 | $6,183-93.3% | $5,432-92.4% | $4,876-91.6% |
| Participant deferral / active EE | $3,008 | $5,629-46.6% | $4,939-39.1% | $5,439-44.7% |
| Admin fee / account holder | $4,370 | $16,852-74.1% | $13,881-68.5% | $10,886-59.9% |