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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 | $40,427 | $183,516-78.0% | $155,534-74.0% | $145,884-72.3% |
| Participation rate | 95.2% | 82.7%+12.5pp | 78.2%+17.0pp | 80.3%+14.9pp |
| Annual return | 8.38% | 61.43%-53.0pp | 64.92%-56.5pp | 551.85%-543.5pp |
| Employer contribution / active EE | $942 | $5,315-82.3% | $4,675-79.8% | $4,662-79.8% |
| Participant deferral / active EE | $4,441 | $6,467-31.3% | $5,630-21.1% | $6,690-33.6% |
| Admin fee / account holder | $11,159 | $19,293-42.2% | $15,900-29.8% | $13,392-16.7% |