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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 | $29,030 | $201,370-85.6% | $184,256-84.2% | $145,897-80.1% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 7.69% | 29.05%-21.4pp | 28.85%-21.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,867 | $9,808-60.6% | $9,133-57.7% | $6,689-42.2% |
| Admin fee / account holder | $1,261 | $16,364-92.3% | $13,899-90.9% | $13,390-90.6% |