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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 | $35,025 | $148,582-76.4% | $135,942-74.2% | $139,456-74.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.76% | 79.26%-74.5pp | 68.28%-63.5pp | 373.45%-368.7pp |
| Employer contribution / active EE | $953 | $5,245-81.8% | $4,858-80.4% | $4,753-79.9% |
| Participant deferral / active EE | $4,500 | $8,101-44.5% | $7,759-42.0% | $6,711-32.9% |
| Admin fee / account holder | $1,258 | $12,402-89.9% | $10,764-88.3% | $11,407-89.0% |