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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 | $21,302 | $172,111-87.6% | $150,298-85.8% | $137,256-84.5% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 6.58% | 69.37%-62.8pp | 62.79%-56.2pp | 220.34%-213.8pp |
| Employer contribution / active EE | $636 | $4,636-86.3% | $4,154-84.7% | $4,156-84.7% |
| Participant deferral / active EE | $2,620 | $6,166-57.5% | $5,453-51.9% | $6,407-59.1% |
| Admin fee / account holder | $627 | $16,471-96.2% | $14,116-95.6% | $12,270-94.9% |