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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 | $45,329 | $154,228-70.6% | $145,433-68.8% | $137,256-67.0% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 3.11% | 74.59%-71.5pp | 66.58%-63.5pp | 220.34%-217.2pp |
| Employer contribution / active EE | $504 | $4,804-89.5% | $4,554-88.9% | $4,156-87.9% |
| Participant deferral / active EE | $4,134 | $8,216-49.7% | $7,897-47.7% | $6,407-35.5% |
| Admin fee / account holder | $21,253 | $14,344+48.2% | $13,129+61.9% | $12,270+73.2% |