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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 | $155,555-70.9% | $146,866-69.1% | $155,188-70.8% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.5%+12.9pp | 80.8%+14.7pp |
| Annual return | 3.11% | 115.41%-112.3pp | 102.85%-99.7pp | 148.84%-145.7pp |
| Employer contribution / active EE | $504 | $4,647-89.1% | $4,425-88.6% | $4,248-88.1% |
| Participant deferral / active EE | $4,134 | $8,044-48.6% | $7,759-46.7% | $6,531-36.7% |
| Admin fee / account holder | $21,253 | $14,755+44.0% | $13,620+56.0% | $14,480+46.8% |