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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 | $162,136-72.0% | $152,301-70.2% | $154,746-70.7% |
| Participation rate | 95.5% | 84.1%+11.3pp | 82.4%+13.0pp | 80.7%+14.8pp |
| Annual return | 3.11% | 91.02%-87.9pp | 80.50%-77.4pp | 172.34%-169.2pp |
| Employer contribution / active EE | $504 | $4,890-89.7% | $4,624-89.1% | $4,379-88.5% |
| Participant deferral / active EE | $4,134 | $8,341-50.4% | $8,004-48.4% | $6,730-38.6% |
| Admin fee / account holder | $21,253 | $15,759+34.9% | $14,398+47.6% | $14,365+48.0% |