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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 | $41,955 | $111,535-62.4% | $105,223-60.1% | $137,256-69.4% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 11.48% | 237.85%-226.4pp | 180.65%-169.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $365 | $3,939-90.7% | $3,689-90.1% | $4,156-91.2% |
| Participant deferral / active EE | $4,510 | $5,500-18.0% | $5,072-11.1% | $6,407-29.6% |
| Admin fee / account holder | $909 | $9,721-90.6% | $8,859-89.7% | $12,270-92.6% |