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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 | $55,847 | $156,398-64.3% | $147,318-62.1% | $138,895-59.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.86% | 78.75%-67.9pp | 70.43%-59.6pp | 145.39%-134.5pp |
| Employer contribution / active EE | $529 | $4,853-89.1% | $4,593-88.5% | $4,194-87.4% |
| Participant deferral / active EE | $3,590 | $8,237-56.4% | $7,906-54.6% | $6,396-43.9% |
| Admin fee / account holder | $897 | $14,976-94.0% | $13,708-93.5% | $12,562-92.9% |