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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 | $124,324 | $111,814+11.2% | $103,378+20.3% | $145,978-14.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 8.33% | 24.80%-16.5pp | 24.91%-16.6pp | 550.52%-542.2pp |
| Employer contribution / active EE | $440 | $4,215-89.6% | $3,870-88.6% | $4,662-90.6% |
| Participant deferral / active EE | $4,398 | $5,618-21.7% | $5,058-13.1% | $6,690-34.3% |
| Admin fee / account holder | $782 | $9,764-92.0% | $8,401-90.7% | $13,400-94.2% |