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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 | $96,334 | $217,432-55.7% | $185,849-48.2% | $167,536-42.5% |
| Participation rate | 77.8% | 86.1%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 8.46% | 148.42%-140.0pp | 122.10%-113.6pp | 478.82%-470.4pp |
| Employer contribution / active EE | $492 | $5,875-91.6% | $5,169-90.5% | $4,839-89.8% |
| Participant deferral / active EE | $3,953 | $6,357-37.8% | $5,569-29.0% | $6,342-37.7% |
| Admin fee / account holder | $482 | $19,818-97.6% | $16,244-97.0% | $12,315-96.1% |