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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 | $86,580 | $154,228-43.9% | $145,433-40.5% | $137,256-36.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.89% | 74.59%-67.7pp | 66.58%-59.7pp | 220.34%-213.5pp |
| Employer contribution / active EE | $706 | $4,804-85.3% | $4,554-84.5% | $4,156-83.0% |
| Participant deferral / active EE | $9,606 | $8,216+16.9% | $7,897+21.6% | $6,407+49.9% |
| Admin fee / account holder | $843 | $14,344-94.1% | $13,129-93.6% | $12,270-93.1% |