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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 | $65,868 | $156,398-57.9% | $147,318-55.3% | $138,895-52.6% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 11.11% | 78.75%-67.6pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $612 | $4,853-87.4% | $4,593-86.7% | $4,194-85.4% |
| Participant deferral / active EE | $6,419 | $8,237-22.1% | $7,906-18.8% | $6,396+0.4% |
| Admin fee / account holder | $559 | $14,976-96.3% | $13,708-95.9% | $12,562-95.5% |