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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 | $112,793 | $124,314-9.3% | $109,163+3.3% | $167,518-32.7% |
| Participation rate | 79.2% | 79.4%-0.3pp | 75.9%+3.3pp | 82.1%-2.9pp |
| Annual return | 8.21% | 26.04%-17.8pp | 25.75%-17.5pp | 478.71%-470.5pp |
| Employer contribution / active EE | $166 | $4,209-96.1% | $3,723-95.5% | $4,838-96.6% |
| Participant deferral / active EE | $3,058 | $5,256-41.8% | $4,654-34.3% | $6,342-51.8% |
| Admin fee / account holder | $2,994 | $7,973-62.4% | $6,754-55.7% | $12,312-75.7% |