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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 | $66,150 | $166,131-60.2% | $164,975-59.9% | $145,877-54.7% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 8.37% | 100.37%-92.0pp | 70.12%-61.8pp | 551.28%-542.9pp |
| Employer contribution / active EE | $687 | $5,276-87.0% | $4,343-84.2% | $4,663-85.3% |
| Participant deferral / active EE | $2,435 | $6,962-65.0% | $6,033-59.6% | $6,691-63.6% |
| Admin fee / account holder | $1,260 | $16,648-92.4% | $12,688-90.1% | $13,402-90.6% |