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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 | $115,735 | $108,882+6.3% | $96,754+19.6% | $154,746-25.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 6.46% | 98.39%-91.9pp | 82.04%-75.6pp | 172.34%-165.9pp |
| Employer contribution / active EE | $305 | $3,018-89.9% | $2,679-88.6% | $4,379-93.0% |
| Participant deferral / active EE | $1,511 | $5,323-71.6% | $4,758-68.2% | $6,730-77.5% |
| Admin fee / account holder | $917 | $10,200-91.0% | $8,905-89.7% | $14,365-93.6% |